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Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-05-04
  • AZ RA
    APPROVED
    Since 2026-05-04

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Enhancement Group Phoenix AZ 05/2025 Present
Wealth Enhancement Advisory Services Plymouth MN 06/2025 11/2025
Wealth Enhancement Group Plymouth MN 05/2024 05/2025
White Bear Lake School District White Bear Lake MN 11/2021 05/2024
Hog Wash White Bear Lake MN 06/2020 08/2021
Manitou Ridge Golf Course Maplewood MN 05/2018 06/2020
White Bear Lake High School White Bear Lake MN 09/2017 06/2021
Gustavus Adolphus College St Peter MN 09/2021 05/2025
Unemployed White Bear Lake MN 06/2015 08/2017
Wealth Enhancement Advisory Services Phoenix AZ 04/2026 Present
  • 05/2025 → Present
    Wealth Enhancement Group
    Phoenix, AZ
  • 06/2025 → 11/2025
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 05/2024 → 05/2025
    Wealth Enhancement Group
    Plymouth, MN
  • 11/2021 → 05/2024
    White Bear Lake School District
    White Bear Lake, MN
  • 06/2020 → 08/2021
    Hog Wash
    White Bear Lake, MN
  • 05/2018 → 06/2020
    Manitou Ridge Golf Course
    Maplewood, MN
  • 09/2017 → 06/2021
    White Bear Lake High School
    White Bear Lake, MN
  • 09/2021 → 05/2025
    Gustavus Adolphus College
    St Peter, MN
  • 06/2015 → 08/2017
    Unemployed
    White Bear Lake, MN
  • 04/2026 → Present
    Wealth Enhancement Advisory Services
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-22
  • S65 Uniform Investment Adviser Law Examination
    2026-04-22

View on SEC IAPD

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