Aaron Pearce
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
9 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
9 years in the industry.
- Wealth Enhancement Advisory Services, LLCSep 2023 to now
- Wealth Enhancement Brokerage ServicesSep 2023 to now
- Wealth Enhancement GroupSep 2023 to now
- LPL Financial LLCSep 2023 to Jun 2025
- UnemployedJun 2023 to Sep 2023
- Commonwealth Financial NetworkJun 2019 to Jun 2023
- Dunham & Associates Investment Counsel, Inc.Feb 2019 to May 2019
- UnemployedFeb 2017 to Feb 2019
- Select Capital CorporationJun 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2019
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
- 4351204
- Firm CRD
- 116407