Brian Morris Felshaw
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
15 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
15 years in the industry.
- Wealth Enhancement Advisory Services, LLCFeb 2025 to now
- Wealth Enhancement GroupFeb 2025 to now
- Capstone Wealth AdvisorsJul 2020 to Jan 2025
- Waterfront Financial Management, LLCFeb 2019 to Jul 2020
- Morgan StanleyJan 2017 to Feb 2019
- Morgan Stanley Private Bank, National AssociationJan 2017 to Feb 2019
- Byu Police Mtc SecuritySep 2016 to Dec 2016
- Brigham Young UniverstiyJan 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6548905
- Firm CRD
- 116407