Joel Callagan
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
28 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2021 to now
- Wealth Enhancement GroupJul 2021 to now
- Pinecone ResearchSep 2015 to Jan 2020
- The Vanguard Group, Inc.Jul 2015 to Jan 2020
- Oakwood Capital ManagementMar 1998 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
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
- 6328995
- Firm CRD
- 116407