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Gregory Haywood

Wealth Enhancement Advisory Services, LLC
12 Years of Experience
Plymouth, MN
2 DisclosuresBroker
View SEC Summary
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Gregory Haywood is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 12 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1995
Final Disposition
Criminal
July 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory operates Wealth Enhancement Group as a DBA for his LPL business. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
September 2021 - Present · 5 yrs 1 mo
Wealth Enhancement Brokerage Services, LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
August 2021 - November 2023 · 2 yrs 3 mos
Cetera Advisor Networks LLC
July 2018 - April 2021 · 2 yrs 9 mos
Cetera Advisor Networks LLCBroker
September 2015 - April 2021 · 5 yrs 7 mos
Ameriprise Financial Services, INC.Broker
April 2015 - August 2015 · 4 mos
Riversource Distributors, INC.Broker
January 2014 - April 2015 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
June 2013 - January 2014 · 7 mos
State Registrations1 state
MN
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.
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