Meredith Walton Henry
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, LLCAug 2022 to now
- Wealth Enhancement Brokerage ServicesAug 2022 to now
- Wealth Enhancement GroupAug 2022 to now
- LPLAug 2022 to Jun 2025
- Dws Distributors, Inc.Oct 2020 to Jul 2022
- Allianz Global Investors Distributors LLCApr 2016 to Oct 2020
- Allianz Global Investors U.S. LLCApr 2016 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2012
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
- 4904754
- Firm CRD
- 116407