Bobbi Young
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
17 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
Are you Bobbi Young? Claim your profile
Contact this firm
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
17 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2026 to now
- Wealth Enhancement Brokerage ServicesAug 2026 to now
- Wealth Enhancement GroupAug 2026 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2026
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 2534439
- Firm CRD
- 116407