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Detailed Report
Connor Bleser Morse
CRD#: 5915546
IA
Investment Adviser
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCRD#: 116407 1241 JOHN Q HAMMONS DR
SUITE 100
MADISON, WI 53717
Registration History
2014201520162017201820192020202120222023202420252026IAWEALTH ENHANCEMENT ADVISORY SE... (CRD# 116407)2021 - Present (4 years)IASVA WEALTH MANAGEMENT, LLC (CRD# 159216)2014 - 2021 (6 years)IAWISCONSIN CAPITAL MANAGEMENT, LLC (CRD# 110394)2014 - 2016 (2 years)
License(s)

State Registrations

IA
Wisconsin 1/2/2021
Current Registration(s)
IA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (CRD#:116407)
1241 JOHN Q HAMMONS DR SUITE 100, MADISON, WI 53717
Registered with this firm since 1/2/2021
Previous Registration(s)
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IA
 11/20/2014 - 01/13/2021 SVA WEALTH MANAGEMENT, LLC (CRD#:159216) MADISON, WI
IA
 11/20/2014 - 12/31/2016 WISCONSIN CAPITAL MANAGEMENT, LLC (CRD#:110394) MADISON, WI
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.