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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

Matthew Gregory Jelnicky

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:3d984237-210d-44bc-baef-b7def953652c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 28, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 6, 1999
First registration: Jun 28, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 3238821

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 1, 2021	n/a	yes	PLYMOUTH, MN\|CHARLOTTE, NC	Current employment
INDEPENDENT ADVISOR ALLIANCE, LLC	Independent wealth	Jul 20, 2015	Dec 6, 2021	no	CHARLOTTE, NC	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Mar 30, 2006	Jul 20, 2015	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
TRICAPITAL WEALTH MANAGEMENT, INC.	Independent wealth	Jun 28, 2004	Mar 30, 2006	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INDEPENDENT ADVISOR ALLIANCE, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Dec 6, 2021	Dec 1, 2021	-5	Firm change	RIA to ibd
CETERA ADVISOR NETWORKS LLC	INDEPENDENT ADVISOR ALLIANCE, LLC	Jul 20, 2015	Jul 20, 2015	0	Firm change	Other
TRICAPITAL WEALTH MANAGEMENT, INC.	CETERA ADVISOR NETWORKS LLC	Mar 30, 2006	Mar 30, 2006	0	Firm change	Other

Relationships

Registered with (4)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Dec 1, 2021 to presentfactForm ADV
→ INDEPENDENT ADVISOR ALLIANCE, LLCRegistered adviserregistration: previous registration
Jul 20, 2015 to Dec 6, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Mar 30, 2006 to Jul 20, 2015factForm ADV
→ TRICAPITAL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 28, 2004 to Mar 30, 2006factForm ADV

Dated events

No dated event names this entity yet.