DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Ahlgren

Wealth Enhancement Advisory Services, LLCBD affiliatedPlymouth, Mndual registrantIAPD 5178290

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Jason Ahlgren

At current firm

0 y

since Sep 14, 2026

In the industry

19 y

since Oct 14, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wealth Enhancement Advisory Services, LLC BD affiliated current
since Sep 14, 2026 · Plymouth, Mn
Riverbridge independent RIA
Oct 16, 2014 to Sep 10, 2026 · Minneapolis, Mn
Ameriprise Financial Services, LLC national BD
Dec 16, 2013 to Mar 4, 2014 · Edina, Mn
Thrivent Investment Management Inc. BD affiliated
Jan 3, 2007 to Oct 31, 2008 · Hudson, Wi

Moves

a registration end followed by a registration begin elsewhere

Riverbridge to Wealth Enhancement Advisory Services, LLC
left Sep 10, 2026, registered Sep 14, 2026 (4 days) · RIA to affiliated broker-dealer or bank
Ameriprise Financial Services, LLC to Riverbridge
left Mar 4, 2014, registered Oct 16, 2014 (226 days) · Other
Thrivent Investment Management Inc. to Ameriprise Financial Services, LLC
left Oct 31, 2008, registered Dec 16, 2013 (1872 days) · Other

Signals

Jason Ahlgren registered as an investment adviser representative at Wealth Enhancement Advisory Services, Llc
Sep 14, 2026 · Advisor registered · fact
Jason Ahlgren left Riverbridge for Wealth Enhancement Advisory Services, LLC (registered 2026-09-14)
Sep 10, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address