Unclaimed Profile

Mark Alan Ledson

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC·PLYMOUTH, Minnesota

SIE, Series 7, Series 24, Series 51, Series 63, Series 66CFPClean record17 years registeredWEALTH ENHANCEMENT ADVISORY SERVICES, LLC

505 NORTH HWY 169, PLYMOUTH, MN 55441CRD# 1474605Firm CRD# 116407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Alan Ledson · PLYMOUTH, MN

Registration

CRD #1474605 · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

EMPOWER ADVISORY GROUP, LLC

Sep 2023 – present

EMPOWER FINANCIAL SERVICES, INC.

Sep 2023 – present

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

Jul 2022 – Aug 2023

BATON ROUGE, LA

ADVISED ASSETS GROUP, LLC

Jun 2019 – May 2022

HOUSTON, TX

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 2011 – May 2019

PLYMOUTH, MN

LPL FINANCIAL LLC

Feb 2011 – May 2011

HOUSTON, TX

THRIVENT INVESTMENT MANAGEMENT INC.

Jan 2009 – Jul 2009

ROCHESTER, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 51

Series 63

Series 66

Registration record

First registered · January 6, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD 116407 · SEC 801-60749

AUM

$72.0B

Regulatory assets under management

Employees

712

154,394 client accounts

Services offered by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Alan Ledson offer?

Mark Alan Ledson specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.

What are Mark Alan Ledson's credentials?

Mark Alan Ledson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Alan Ledson located?

Mark Alan Ledson is based in PLYMOUTH, Minnesota, working with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Mark Alan Ledson charge for services?

Mark Alan Ledson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees received from third party investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has approximately 712 employees and manages $72.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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