Best Investors Account Sign in
Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-11-15
TX RA APPROVED 2013-11-15
  • IL RA
    APPROVED
    Since 2013-11-15
  • TX RA
    APPROVED
    Since 2013-11-15

Branch Locations

100 Pierce Rd Suite 105, Itasca, IL 60143 • 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
Dhc Realty Llc Itasca IL 01/2000 Present
Wealth Enhancement Group Itasca IL 11/2013 Present
Lpl Financial Llc Itasca IL 11/2013 06/2025
Wealth Enhancement Brokerage Services Plymouth MN 11/2013 Present
Wealth Enhancement Advisory Services Plymouth MN 11/2013 Present
  • 01/2000 → Present
    Dhc Realty Llc
    Itasca, IL
  • 11/2013 → Present
    Wealth Enhancement Group
    Itasca, IL
  • 11/2013 → 06/2025
    Itasca, IL
  • 11/2013 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 11/2013 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2013-11-15 → 2021-04-09
    Itasca, IL
    Plymouth, MN
    Itasca, IL
  • 2002-03-07 → 2013-12-10
    Summit Wealth Advisors Llc
    Itasca, IL
  • 2009-01-02 → 2013-11-18
    Saint Petersburg, FL
    Itasca, IL
  • 2004-04-23 → 2009-01-02
    Raymond James Financial Services, Inc.
    Itasca, IL
Other Businesses

1) 11/15/2013 - DHC REALTY - REAL ESTATE -OWNER-100 PIERCE RD ITASCA, IL 2) 11/15/2013 - NON-VARIABLE INSURANCE DBA - WEALTH ENHANCEMENT GROUP - SELLS FIXED ANNUITIES, INSURANCE, DISABILITY, LTC - ITASCA, IL 60143 3) 09/18/2015 * Summit Wealth Advisors, LLC * Business Entity For Tax/Investment Purposes Only * INV REL * 100 PIERCE RD, STE 105 ITASCA, IL 60143 * Summit Wealth Advisors, LLC 2/22/2000 Business Entity For tax/investment purposes only. The business was required to be established as a holding company for wealth enhancement group holdings (WEGH) ownership interest. WEGH is the parent company of the DBA for, Wealth Enhancement Group. Non-compensated. 0 time invested. * START 02/22/2000 4) 1/29/2021 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 11/15/2013 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through WEAS, an independent investment advisor firm. I started this business activity in 1/2021. 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 services at http://www.adviserinfo.sec.gov/IAPD.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-02
S63 Uniform Securities Agent State Law Examination 1990-02-09
  • S65 Uniform Investment Adviser Law Examination
    1997-04-02
  • S63 Uniform Securities Agent State Law Examination
    1990-02-09
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Itasca, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor