RS
CFP
RS
CFP

Robert Stewart

15 Years of Experience
Plymouth, MN
Broker

Robert Stewart is a CFP-designated registered investment advisor, based in Plymouth, MN, with 15 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

Robert operates Wealth Enhancement Group as a DBA for his LPL business and Wealth Enhancement Advisory Services LLC as a Registered Investment Advisor. He dedicates a full-time commitment to providing investment advisory services through Wealth Enhancement Advisory Services.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Wealth Enhancement Advisory Services, LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
LPL Financial LLCBroker
November 2021 - June 2025 · 3 yrs 7 mos
Carroll Financial Associates INC
August 2012 - December 2021 · 9 yrs 4 mos
Cetera Advisor Networks LLCBroker
August 2012 - December 2021 · 9 yrs 4 mos
H.D. Vest Advisory Services, INC
August 2010 - August 2012 · 2 yrs
H.D. Vest Investment ServicesBroker
June 2010 - August 2012 · 2 yrs 2 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Stewart - Financial Advisor | TrueAdvisor