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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
FL RA APPROVED 2017-12-20
TX RA APPROVED 2017-12-02
  • FL RA
    APPROVED
    Since 2017-12-20
  • TX RA
    APPROVED
    Since 2017-12-02

Branch Locations

165 Wells Rd Suite 407, Orange Park, FL 32073 • 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
John B. Linge Jr, Life Insurance Orange Park FL 01/1988 11/2017
Cpa Retirement Planning, Inc. Orange Park FL 10/1992 Present
Jpl Realty Llc Orange Park FL 10/2007 11/2017
National Planning Corporation Orange Park FL 06/2011 11/2017
Lpl Financial Llc Orange Park FL 11/2017 06/2025
Wealth Enhancement Advisory Services Orange Park FL 12/2017 Present
Wealth Enhancement Brokerage Services Orange Park FL 12/2017 Present
  • 01/1988 → 11/2017
    John B. Linge Jr, Life Insurance
    Orange Park, FL
  • 10/1992 → Present
    Cpa Retirement Planning, Inc.
    Orange Park, FL
  • 10/2007 → 11/2017
    Jpl Realty Llc
    Orange Park, FL
  • 06/2011 → 11/2017
    National Planning Corporation
    Orange Park, FL
  • 11/2017 → 06/2025
    Orange Park, FL
  • 12/2017 → Present
    Wealth Enhancement Advisory Services
    Orange Park, FL
  • 12/2017 → Present
    Wealth Enhancement Brokerage Services
    Orange Park, FL
Previous Registrations
  • 2017-11-29 → 2019-03-01
    Orange Park, FL
  • 2011-06-27 → 2017-12-06
    National Planning Corporation
    Los Angeles, CA
    Orange Park, FL
    Los Angeles, CA
  • 2004-01-05 → 2011-06-27
    Securities America Advisors, Inc.
    Jacksonville, FL
    Orange Park, FL
  • 1997-07-21 → 2003-12-31
    Linge Capital Management Inc.
    Jacksonville, FL
Other Businesses

1. 1/4/2018 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 12/01/2017 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity on 1/4/2018. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms 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. 2. 2/21/2018 - Wealth Enhancement Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2017 - 5 Hours Per Month During Securities Trading 3. 5/15/2019 - CPA RETIREMENT PLANNING INC KNA Linge Asset Management, Inc. - DBA: CPA RETIREMENT PLANNING INC - Investment Related - 165 Wells Road, Suite 407, Orange Park, FL 32073 - Real Estate Rental - PRESIDENT/OWNER - Start Date: 12/01/2017 - 10 Hours Per Month/10 Hours During Securities Trading 4. 09/06/2023 - JPL REALTY, LLC - Real Estate Rental - Investment Related - Middleburg, FL - Start Date 06/08/2006 - 1 Hour Per Month/ 0 Hours During Trading 5. 09/06/2023 - JPL Realty Three, LLC - Real Estate Rental - Investment Related - Fleming Island, FL - Start Date 03/15/2019 - 1 Hour Per Month/ 0 Hours During Trading 6. 09/06/2023 - LCM REALTY, LLC - Real Estate Rental - Investment Related - St Augustine, FL - Start Date 01/05/2006 - 1 Hour Per Month/ 0 Hours During Trading 7. 03/28/2024 - Linge Asset Management, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/28/1996 - 20 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-09-22
  • S63 Uniform Securities Agent State Law Examination
    1987-09-22
Designations
Other Names
  • John B Linge
  • John Bernard Linge

View on SEC IAPD

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