Julie Ann Donahue
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
34 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
34 years in the industry.
- Wealth Enhancement Advisory Services, LLCOct 2022 to now
- Wealth Enhancement Brokerage ServicesOct 2022 to now
- Wealth Enhancement GroupOct 2022 to now
- Tri Services Ent LLCJul 2021 to now
- LPL Financial, LLCOct 2022 to Jun 2025
- Mary Grebenor IraApr 2018 to Oct 2022
- Scroggins Wealth ManagementNov 2014 to Sep 2022
- Raymond James Financial Services, Inc.Jan 1991 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1838263
- Firm CRD
- 116407