BH
BH

Bill Henry

20 Years of Experience
Plymouth, MN
Broker

Bill Henry is a registered investment advisor, based in Plymouth, MN, with 20 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Bill spends minimal time with F.R.E.E. INC. He also dedicates full-time hours to Wealth Enhancement Advisory Services LLC as a Registered Investment Advisor.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
June 2024 - Present · 2 yrs 1 mo
Wealth Enhancement Brokerage Services, LLCBroker
June 2024 - Present · 2 yrs 1 mo
Wealth Enhancement Advisory Services, LLC
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
May 2024 - December 2024 · 7 mos
Osaic Wealth, INC.Broker
November 2023 - May 2024 · 6 mos
The Retirement Group, LLC
January 2018 - June 2024 · 6 yrs 5 mos
The Retirement Group, LLC
January 2017 - December 2017 · 11 mos
Fsc Securities Corporation
December 2010 - April 2016 · 5 yrs 4 mos
Fsc Securities CorporationBroker
November 2010 - November 2023 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2008 - November 2010 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2008 - November 2010 · 2 yrs 4 mos
UBS Financial Services INC.
May 2007 - May 2008 · 1 yr
UBS Financial Services INC.Broker
May 2007 - May 2008 · 1 yr
Ashford Securities CorporationBroker
March 1986 - May 1988 · 2 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bill Henry - Financial Advisor | TrueAdvisor