Brent Curtis Wolf
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
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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
36 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2024 to now
- Wealth Enhancement Brokerage ServicesMay 2024 to now
- Wealth Enhancement GroupMay 2024 to now
- LPL Financial LLCMay 2024 to Jun 2025
- Osaic Wealth, Inc.Nov 2023 to Apr 2024
- Fsc SecuritiesFeb 2011 to Nov 2023
- The Retirement Group, LLCJun 2010 to Apr 2024
- Self Employed Insurance BrokerJun 1989 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2528239
- Firm CRD
- 116407