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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
IL RA APPROVED 2026-01-12
  • IL RA
    APPROVED
    Since 2026-01-12

Branch Locations

Chicago, IL • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Target Iowa City IA 05/2022 04/2023
Sixpack Coverage Iowa City IA 01/2022 01/2023
Shokai Burlington IA 08/2019 11/2022
Housewub Chicago IL 01/2024 Present
University Of Iowa Iowa City IA 08/2020 05/2024
Doordash Iowa City IA 09/2020 06/2024
Burlington Golf Club Iowa City IA 05/2018 10/2019
Burlington School District Burlington IA 07/2014 05/2018
Cetera Wealth Services, Llc El Segundo CA 07/2024 08/2025
Cetera Investment Advisers Llc Schaumburg IL 11/2024 08/2025
Wealth Enhancement Group Chicago IL 09/2025 Present
Wealth Enhancement Brokerage Services Chicago IL 09/2025 Present
Wealth Enhancement Advisory Services Chicago IL 09/2025 Present
  • 05/2022 → 04/2023
    Target
    Iowa City, IA
  • 01/2022 → 01/2023
    Sixpack Coverage
    Iowa City, IA
  • 08/2019 → 11/2022
    Shokai
    Burlington, IA
  • 01/2024 → Present
    Housewub
    Chicago, IL
  • 08/2020 → 05/2024
    University Of Iowa
    Iowa City, IA
  • 09/2020 → 06/2024
    Doordash
    Iowa City, IA
  • 05/2018 → 10/2019
    Burlington Golf Club
    Iowa City, IA
  • 07/2014 → 05/2018
    Burlington School District
    Burlington, IA
  • 07/2024 → 08/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 11/2024 → 08/2025
    Schaumburg, IL
  • 09/2025 → Present
    Wealth Enhancement Group
    Chicago, IL
  • 09/2025 → Present
    Wealth Enhancement Brokerage Services
    Chicago, IL
  • 09/2025 → Present
    Wealth Enhancement Advisory Services
    Chicago, IL
Previous Registrations
Other Businesses

1.NAME OF OTHER BUSINESS: HOUSEWUB INVESTMENT RELATED: NO ADDRESS: CHICAGO, IL NATURE OF BUSINESS: INFORMATION ABOUT MUSIC FESTIVALS AND MUSIC RELEASES START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: OWNER/FOUNDER APX NUMBER OF HOURS PER WEEK: 10-12 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I WRITE BLOG POSTS ABOUT MUSIC. UPDATES, NEWS, UPCOMING EVENTS, ETC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-31
  • S66 Uniform Combined State Law Examination
    2024-10-31
Other Names
  • Lucas Anderson

View on SEC IAPD

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