Stephanie Xiaoqian Chang
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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.
- Wealth Enhancement Advisory Services, LLCJun 2021 to now
- Wealth Ehancement Advisory ServicesJun 2021 to now
- Wealth Enhancement GroupJun 2021 to now
- Pillar Pacific Capital ManagementJul 2020 to Jun 2021
- Fisher InvestmentNov 2019 to Jul 2020
- UnemployedJul 2019 to Oct 2019
- LPL Financial, LLCNov 2017 to Jun 2019
- Strategic Wealth Advisors GroupNov 2017 to Jun 2019
- Various Insurance Carriers for W&r Insurance AgenciesJul 2016 to Nov 2017
- Waddell & Reed, IncMar 2016 to Nov 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6630735
- Firm CRD
- 116407