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Bruce Duane Santjer

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
26 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

26 years in the industry.

  1. Wealth Enhancement Brokerage Services, LLCFeb 2007 to now
  2. Wealth Enhancement Advisory Services, LLCDec 2001 to now
  3. Wealth Enhancement Group, LLCMar 2000 to now
  4. LPL Financial LLCFeb 2007 to Jun 2025

Exams passed

  • 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
3246948
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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