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Aaron Lee Johnson

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
14 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

14 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCNov 2023 to now
  2. Wealth Enhancement GroupNov 2023 to now
  3. Atlas Private Wealth Management, LLCSep 2020 to Oct 2023
  4. Aaron L. Johnson & CompanyOct 2012 to Sep 2021

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
2900003
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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