Wesley Boudreaux is a registered investment advisor, based in Plymouth, MN, with 23 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History
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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Wesley operates under the DBA Wealth Enhancement Group for his LPL business since April 2024. He also provides investment advisory services through Wealth Enhancement Advisory Services, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Osaic Wealth, INC.Broker
The Retirement Group, LLC
The Retirement Group, LLC
Fsc Securities CorporationBroker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations21 states
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.