D'andre Thortvedt
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2026 to now
- Wealth Enhancement GroupAug 2026 to now
- Fisher InvestmentsApr 2024 to Jul 2026
- TIAAOct 2018 to Apr 2024
- TIAA-CREF Individual & Institutional Services, LLCOct 2018 to Apr 2024
- UnemployedJul 2018 to Sep 2018
- Nationwide InsuranceOct 2017 to Jun 2018
- UnemployedSep 2017 to Sep 2017
- Advance Auto PartsMay 2017 to Jul 2017
- Greeley Recreation CenterSep 2013 to Mar 2017
- University of Northern ColoradoAug 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 6998081
- Firm CRD
- 116407