Madison Spahr
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCMar 2026 to now
- Wealth Enhancement Brokerage ServicesMar 2026 to now
- Wealth Enhancement GroupMar 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2019 to Mar 2026
- Bank of AmericaMar 2019 to Mar 2020
- University of California Los AngelesJan 2018 to Jan 2019
- Career Group CompaniesAug 2017 to Apr 2018
- Ogilvy & MatherApr 2017 to May 2017
- UnemployedJan 2017 to Apr 2017
- Davita Inc.Apr 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7227952
- Firm CRD
- 116407