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Siobhan Catherine Collins

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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

10 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCMar 2025 to now
  2. Wealth Enhancement Brokerage ServicesMar 2025 to now
  3. Wealth Enhancement GroupMar 2025 to now
  4. The Vanguard Group, Inc.Feb 2017 to Mar 2025
  5. Self EmployedJan 2017 to Mar 2017
  6. Robert W. Baird & Co.May 2016 to Nov 2016

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
6030670
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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