Aaron Robert Mclachlan
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2024 to now
- Wealth Enhancement Brokerage ServicesNov 2024 to now
- Wealth Enhancement GroupNov 2024 to now
- LPL Financial, LLCNov 2020 to Jun 2025
- Householder Group Estate & Retirement SpecialistsNov 2020 to Oct 2024
- Wells Fargo Clearing Services, LLCApr 2019 to Nov 2020
- Wells Fargo Bank, NAApr 2019 to Oct 2020
- Lifetime FitnessJan 2019 to Mar 2019
- Century GroupJul 2018 to Dec 2018
- Fidelity Brokerage Services LLCMar 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5614998
- Firm CRD
- 116407