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Wealth Enhancement Advisory Services, LLC CRD 116407
$122B regulatory AUM 327 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-03 |
Branch Locations
5599 San Felipe Suite 900, Houston, TX 77056 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Financial Advisory Group, Llc | Houston | TX | 01/2023 | 05/2024 |
| The Financial Advisory Group, Llc | Houston | TX | 05/2022 | 08/2022 |
| Texas Tech University | Lubbock | TX | 06/2019 | 12/2022 |
| Scurry-Rosser High School | Scurry | TX | 08/2015 | 05/2019 |
| Wealth Enhancement Group | Houston | TX | 06/2024 | Present |
| Wealth Enhancement Advisory Services | Houston | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-08 |
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