Stacy Ann Wells
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2025 to now
- Wealth Enhancement Brokerage ServicesJun 2025 to now
- Wealth Enhancement GroupJun 2025 to now
- HomemakingJul 2023 to Jun 2025
- Texas Regional BankMar 2023 to Jul 2023
- Trb Wealth Management, LLCMar 2023 to Jul 2023
- Frost Brokerage ServicesSep 2019 to Feb 2023
- Frost Investment ServicesSep 2019 to Feb 2023
- 1st Global Advisors, IncMar 2019 to Aug 2019
- 1st Global Capital CorpMar 2019 to Aug 2019
- UnemployedSep 2018 to Mar 2019
- Capital One Investing, LLCDec 2016 to Sep 2018
- UnemployedAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 5233179
- Firm CRD
- 116407