Mark Joseph Reed

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

• 09/2013 → 04/2021
  North American Management Corp.
  Boston, MA
• 04/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 04/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 2013-09-24 → 2021-04-14
  North American Management Corp
  Boston, MA
• 1996-09-10 → 2013-09-27
  Bush O'DOnnell Investment Advisors, Inc
  St. Louis, MO

Other Businesses

1.) Wealth Enhancement Group DBA. 2.) MORGAN STANLEY PATHWAY FUNDS 222 DELAWARE AVENUE, WILMINGTON, DE 19801 THE BUSINESS IS AN INVESTMENT-RELATED MUTUAL FUND GROUP. SERVE AS INDEPENDENT TRUSTEE SINCE 08/2007. DEVOTE APPROXIMATELY 20 HOURS PER MONTH, <1 HOUR DURING SECURITIES TRADING HOURS. 3.) KINGSTON MANOR DRIVE ASSOCIATION - NOT INVESTEMENT RELATED - 2 KINGSTON MANOR DRIVE, ST. LOUIS, MO 63124 - TRUSTEE - STARTED 06/2023 - <1 HOUR/MONTH, 0 HOURS SPENT DURING TRADING HOURS - ONE OF THREE TRUSTEES OF SUBDIVISION LANE ASSOCIATION OF 15 RESIDENCES. TRUSTEES ARE RESPONSIBLE FOR CARE AND MAINTENANCE OF LIMITED PUBLIC AREAS IN SUBDIVISION, AND TO ENFORCE COMPLIANCE WITH THE ASSOCIATION'S TRUST INDENTURE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-01
• S63 Uniform Securities Agent State Law Examination
  1986-12-15