Bill Edgar Henry

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1979 → Present
  F.R.E.E., Inc.
  Dallas, TX
• 11/2010 → 11/2023
  Fsc Securities Corporation
  Dallas, TX
• 01/2016 → 04/2024
  The Retirement Group, Llc
  San Diego, CA
• 11/2023 → 04/2024
  Osaic Wealth, Inc.
  Dallas, TX
• 05/2024 → 12/2024
  Lpl Financial Llc
  Dallas, TX
• 05/2024 → Present
  Wealth Enhancement Group
  Dallas, TX
• 05/2024 → Present
  Wealth Enhancement Advisory Services
  Dallas, TX

Previous Registrations

• 2018-01-27 → 2024-06-07
  The Retirement Group, Llc
  Colleyville, TX
  San Diego, CA
• 2017-01-11 → 2017-12-31
  The Retirement Group, Llc
  Colleyville, TX
  San Diego, CA
• 2010-12-03 → 2016-04-18
  Fsc Securities Corporation
  Hudson Oaks, TX
  Dallas, TX
• 2008-07-10 → 2010-11-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 2007-05-25 → 2008-05-29
  Ubs Financial Services Inc.
  Dallas, TX

Other Businesses

1. 05/02/2024- F.R.E.E. INC- TX 75206- 10 hrs per mnth- Non Inv Rel- Start Date 05/01/1979 2. 05/23/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 5/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, LLC an independent investment advisor firm. I started this business activity in 5/2024. 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

• S66 Uniform Combined State Law Examination
  2007-05-23
• S63 Uniform Securities Agent State Law Examination
  1986-03-14