Danielle Bugni
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
27 yearsExperience
1 stateRegistered in
CFADesignation
$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
27 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- Selway Asset Management, Inc.Feb 2023 to Apr 2025
- Robertson StephensAug 2021 to Feb 2023
- SabbaticalJul 2019 to Aug 2021
- Selway Asset Management, Inc.Jul 1999 to Jul 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 4638679
- Firm CRD
- 116407