Robert James Burley
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
25 yearsExperience
2 statesRegistered 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
25 years in the industry.
- Wealth Enhancement Brokerage Services, LLC.Feb 2007 to now
- Wealth Enhancement Advisory Services, LLCDec 2001 to now
- Wealth Enhancement Group, LLCJan 2001 to now
- LPL Financial LLCFeb 2007 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 3224171
- Firm CRD
- 116407