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Detailed Report
Mitchell Joseph Ahmad
CRD#: 6990870
IA
Investment Adviser
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCRD#: 116407 300 N CORPORATE DR
SUITE 270
BROOKFIELD, WI 53045
Registration History
201820192020202120222023202420252026IAWEALTH ENHANCEMENT ADVISORY SE... (CRD# 116407)2021 - Present (4 years)IASVA WEALTH MANAGEMENT, LLC (CRD# 159216)2018 - 2021 (2 years)
License(s)

State Registrations

IA
Wisconsin 1/2/2021
Current Registration(s)
IA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (CRD#:116407)
300 N CORPORATE DR SUITE 270, BROOKFIELD, WI 53045
Registered with this firm since 1/2/2021
Previous Registration(s)
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IA
 08/27/2018 - 01/13/2021 SVA WEALTH MANAGEMENT, LLC (CRD#:159216) BROOKFIELD, WI
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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.