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Brian Howard Reamer

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Madison, WI

CRD 1758796

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-01-02
  • WI RA
    APPROVED
    Since 2021-01-02

Branch Locations

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

1241 John Q Hammons Dr Suite 100, Madison, WI 53717 • 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
Sva Financial Services, Llc Madison WI 05/2001 12/2020
Sva Plumb Wealth Management, Llc Madison WI 12/2011 12/2020
Wealth Enhancement Advisory Services Plymouth MN 01/2021 Present
Wealth Enhancement Group Plymouth MN 01/2021 Present
  • 05/2001 → 12/2020
    Sva Financial Services, Llc
    Madison, WI
  • 12/2011 → 12/2020
    Sva Plumb Wealth Management, Llc
    Madison, WI
  • 01/2021 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 01/2021 → Present
    Wealth Enhancement Group
    Plymouth, MN
Previous Registrations
  • 2012-01-10 → 2021-01-13
    Sva Wealth Management, Llc
    Madison, WI
  • 2001-03-05 → 2012-01-09
    Sva Wealth Management, Inc.
    Madison, WI
Other Businesses

Wealth Enhancement Group DBA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-04-22
  • S63 Uniform Securities Agent State Law Examination
    1993-04-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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