Wealth Enhancement Advisory Services LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a reputable Minnesota-based limited liability company providing financial advisory services to 59 clients. With 337 employees, most of whom serve in advisory roles, the firm's SEC status is listed as Approved and has been registered since December 21, 2001, making it a longstanding player in the market.

• ELIZABETH ANN FURCHT

  SECRETARY owns less than 5%

• JAMES LOREN CAHN

  EVP, CHIEF INVESTMENT OFFICER owns less than 5%

• JEFFREY THOMAS HAROLD DEKKO

  CHIEF MANAGER AND PRESIDENT owns less than 5%

• JENNIFER ELIZABETH BOLAND

  VICE PRESIDENT owns less than 5%

• JOHN HERMAN WERNZ

  EVP, CHIEF MARKETING OFFICER owns less than 5%

• KELLY JOSEPH WINDORSKI

  CHIEF FINANCIAL OFFICER AND TREASURER owns less than 5%

• KENNETH JAMES SEVERUD

  SVP,CHIEF OPERATING OFFICER owns less than 5%

• MICHAEL WILLIAM STEFANO

  VP,CHIEF COMPLIANCE OFFICER owns less than 5%

• WEALTH ENHANCEMENT GROUP, LLC

  OWNER owns 75% or more

• LIGHTYEAR FUND III AIV-3, L.P.

  MEMBER owns 75% or more

• LY III AIV-3 HOLDING, L.P

  MEMBER owns 75% or more

• LY/WEG, LLC

  LIMITED PARTNER owns more than 25% but less than 50%

• PORT-AUX-CHOIX PRIVATE INVESTMENTS INC.

  LIMITED PARTNER owns more than 50% but less than 75%

• WEG HOLDINGS, LLC

  OWNER owns 75% or more

• TA ASSOCIATES CAYMAN LTD.

  GENERAL PARTNER

• TA ASSOCIATES XIII GP, L.P.

  GENERAL PARTNER

• TA XIII-A, L.P.

  OWNER owns more than 25% but less than 50%

• TA XIII-B, L.P.

  OWNER owns more than 25% but less than 50%

• TA/WEG HOLDINGS, LLC

  OWNER owns 75% or more

• TA/WEG INTERMEDIATE HOLDINGS, LLC

  OWNER owns 75% or more

• TA/WEG PARENT, LLC

  OWNER owns 75% or more

• VPWM Advisors LLC
• GEN Financial Management Inc
• Wayzata Investment Partners LLC
• Investors Financial Group LLC
• WORK Optional Inc
• Walleye Trading Advisors LLC

• Wealth Enhancement Advisory Services Q3 vs. Q4 2022 13F Holdings: Analysis of Investment Strategy and Focus Sectors
• Wealth Enhancement Group Announces Acquisition by Leading Global Growth Private Equity Firm TA Associates

• ISHARES TR CORE S&P500 ETF $224,114k
• SCHWAB STRATEGIC TRUST $222,211k
• SCHWAB STRATEGIC TR $139,966k
• Schwab Aggregate Bond ETF (SCH $125,976k
• SCHWAB STRATEGIC TR US SML CAP ETF $70,885k
• SCHWAB STRATEGIC TR $68,914k
• SCHWAB STRATEGIC TR $60,855k
• ISHARES $43,184k
• SCHWAB STRATEGIC TR US MID-CAP ETF $37,448k
• SCHWAB STRATEGIC TR $33,929k