Mark Burns
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCApr 2023 to now
- Wealth Enhancement Brokerage ServicesApr 2023 to now
- Wealth Enhancement GroupApr 2023 to now
- LPL Financial LLCApr 2023 to Jun 2025
- U.S. Bancorp Investments, Inc.Mar 2019 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2019
- Wells Fargo Bank NADec 2013 to Mar 2019
- Wells Fargo Advisors LLCDec 2013 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2014
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
- 4074230
- Firm CRD
- 116407