Adam Elliott
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
9 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
9 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2023 to now
- Wealth Enhancement Brokerage ServicesMay 2023 to now
- Wealth Enhancement GroupMay 2023 to now
- LPL Financial LLCMay 2023 to Jun 2025
- J.W. Cole Financial, Inc.Oct 2021 to May 2023
- New Era Financial Advisors, Inc.Sep 2021 to May 2023
- The Prudential Insurance Company of AmericaOct 2019 to Sep 2021
- Pruco Securities LLCApr 2019 to Sep 2021
- UnemployedAug 2018 to Apr 2019
- Jay Malone MotorsMay 2018 to Aug 2018
- Bella CucinaDec 2017 to May 2018
- Hy-vee Market GrillJun 2017 to Dec 2017
- Hampton Ridge FinancialMay 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7111981
- Firm CRD
- 116407