Brian Kirby Stallcop
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
15 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
15 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2026 to now
- Wealth Enhancement Brokerage ServicesMay 2026 to now
- Wealth Enhancement GroupMay 2026 to now
- Investor's Financial Advisory Network, LLCAug 2024 to Apr 2026
- LPL Financial LLCApr 2011 to Jul 2024
- Sherpa Wealth Strategies, LLCApr 2011 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (AZ, OR).
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
- 4434646
- Firm CRD
- 116407