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Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSHKOSH, WI | APPLETON, WI | PLYMOUTH, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Bd affiliated wealth | Jan 2, 2026 | n/a | yes | OSHKOSH, WI|PLYMOUTH, MN|APPLETON, WI | Current employment |
| AEGIS FINANCIAL | Former SEC adviser | Jul 1, 2024 | Feb 9, 2026 | no | OSHKOSH, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AEGIS FINANCIAL | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Feb 9, 2026 | Jan 2, 2026 | -38 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 305030:116407:WI:2026-02-09 | Feb 9, 2026 | Jan 2, 2026 | OSHKOSH, WI | Firm change after gap |