Donald Scott Penn
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
22 years in the industry.
- Wealth Enhancement Advisory Services, LLCDec 2025 to now
- Wealth Enhancement Brokerage ServicesDec 2025 to now
- Wealth Enhancement GroupDec 2025 to now
- Osaic Wealth, Inc.Jan 2024 to Nov 2025
- Woodbury Financial Services IncJul 2021 to Jan 2024
- Raymond James Financial ServicesApr 2004 to Jul 2021
- Financial Planning Consultants, IncMar 2004 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 4264730
- Firm CRD
- 116407