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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
WV RA APPROVED 2024-12-04
  • WV RA
    APPROVED
    Since 2024-12-04

Branch Locations

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

500 Virginia St E Suite 1200, Charleston, WV 25301 • 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
Elks Lodge Hendersonville NC 04/2017 08/2017
Kenmure Hendersonville NC 05/2018 08/2018
Lpl Financial Llc Charleston WV 06/2024 06/2025
Hendersonville High School Hendersonville NC 08/2016 06/2020
West Virginia University Morgantown WV 08/2020 05/2024
Wealth Enhancement Group Charleston WV 12/2024 Present
Wealth Enhancement Advisory Services Charleston WV 12/2024 Present
Wealth Enhancement Brokerage Services Charleston WV 12/2024 Present
  • 04/2017 → 08/2017
    Elks Lodge
    Hendersonville, NC
  • 05/2018 → 08/2018
    Kenmure
    Hendersonville, NC
  • 06/2024 → 06/2025
    Charleston, WV
  • 08/2016 → 06/2020
    Hendersonville High School
    Hendersonville, NC
  • 08/2020 → 05/2024
    West Virginia University
    Morgantown, WV
  • 12/2024 → Present
    Wealth Enhancement Group
    Charleston, WV
  • 12/2024 → Present
    Wealth Enhancement Advisory Services
    Charleston, WV
  • 12/2024 → Present
    Wealth Enhancement Brokerage Services
    Charleston, WV
Previous Registrations
Other Businesses

Wealth Enhancement Advisor Services - Investment Related - Registered Investment Advisor Hybrid - At reported business location(s) - Start Date: 11/16/2024 - 160 hrs mth / 130 hrs during trading. I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20
Other Names
  • Clayton Wyatt Stike
  • Clay Wyatt Stike

View on SEC IAPD

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