Joshua Selje

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CRD#: 6799754

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Joshua Selje, CFP®, who also goes by Joshua Mark Selje, was a registered financial professional .

Joshua is a previously registered financial professional and started their career in finance in 2017. Joshua had worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Biography

Josh's day-to-day responsibilities include creating financial plans, running meeting reports, and supporting essential client needs. Josh joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. He is the youngest of five children and is the owner of a 3-year-old miniature dachshund. A resident of Madison, Josh cheers for the Wisconsin Badgers, Green Bay Packers, Milwaukee Bucks, and Milwaukee Brewers. He enjoys running, walking his dog, and reading.

Question & Answer

Are you a "fiduciary"?

Aliases

Joshua Mark Selje

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[Rio Middle/High School; Assistant High School Track & Field Coach and Assistant Basketball Coach; 411 Church St. Rio, WI 53960; Start Date 03/2018; Role/Title: Assistant Coach; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Alpha Sigma Phi Fraternity - Zeta Kappa Chapter Alumni Association; Alumni Association President - Conduct annual member meeting, organize 1-3 social events each year.; 800 W. Main St. Whitewater, WI 53190; Start Date 10/2017; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

January 2, 2021 - February 21, 2024

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

MADISON, WI

Past

April 6, 2018 - January 30, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

MADISON, WI

Past

June 15, 2017 - February 28, 2018

MWA FINANCIAL SERVICES INC.

CRD#: 112630

Sun Prairie, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA

Registered Investment Advisory firm - (12/21/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/30/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/15/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA

Registered Investment Advisory firm - (12/21/2001 Approved)

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Contact information

Main Address

505 N Highway 169 Suite 900, Plymouth, MN 55441

Mailing Address

Phone number

(763) 417-1700

Established

Firm type

Fiscal year end

# of Employees

1,230

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEAS ADV PART 2A APPENDIX 1 (10/13/2025)

WEAS ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	186,400
AUM (Assets Under Management)	$ 94,632,028,506

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/20/2024	Cover Page	Report
03/05/2024	Cover Page	Report
09/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Joshua Selje

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

NYLIFE SECURITIES LLC

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2020

Series 63

Date: 6/30/2017

SIE

Date: 10/1/2018

Series 6

Date: 6/15/2017

Current Firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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