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John Ring O'BRien

Wealth Enhancement Advisory Services, LLC

Malvern, PA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-06-29
PA RA APPROVED 2018-11-01
TX RA APPROVED 2018-11-01
  • LA RA
    APPROVED
    Since 2022-06-29
  • PA RA
    APPROVED
    Since 2018-11-01
  • TX RA
    APPROVED
    Since 2018-11-01

Branch Locations

4 Mystic Ln, Malvern, PA 19355 • 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
Ortner, O'BRien & Ortner Advisory Group, Inc. Malvern PA 09/2000 11/2018
Wealth Enhancement Group Plymouth MN 11/2018 Present
Wealth Enhancement Advisory Services Plymouth MN 11/2018 Present
  • 09/2000 → 11/2018
    Ortner, O'BRien & Ortner Advisory Group, Inc.
    Malvern, PA
  • 11/2018 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 11/2018 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
Previous Registrations
  • 2000-10-19 → 2018-12-10
    Onesource Retirement Advisors, Inc.
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-17
S63 Uniform Securities Agent State Law Examination 1993-10-29
  • S65 Uniform Investment Adviser Law Examination
    1995-01-17
  • S63 Uniform Securities Agent State Law Examination
    1993-10-29
Designations
Other Names
  • John Ring Obrien

View on SEC IAPD

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