John Stratton
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
33 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$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
33 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2022 to now
- Wealth Enhancement GroupNov 2022 to now
- Btr Capital Management Inc.Feb 1993 to Nov 2022
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
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
- 2761672
- Firm CRD
- 116407