Steven Brett Boner
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
19 yearsExperience
2 statesRegistered in
$122.2BFirm assets
24 yearsFirm in business
Are you Steven Brett Boner? Claim your profile
Contact this firm
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
19 years in the industry.
- Wealth Enhancement Brokerage ServicesDec 2021 to now
- Wealth Enhancement Advisory Services, LLCNov 2021 to now
- Wealth Enhancement GroupNov 2021 to now
- LPL Financial, LLCNov 2021 to Jun 2025
- Cetera Advisor Networks LLCJan 2013 to Nov 2021
- Carroll Financial Associates, Inc.Oct 2006 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 5237739
- Firm CRD
- 116407