Brendan Christopher Thompson
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, LLCJul 2025 to now
- Wealth Enhancement Brokerage ServicesJul 2025 to now
- Wealth Enhancement GroupJul 2025 to now
- TIAAJul 2020 to Jun 2025
- TIAA-CREF Individual & Institutional Services, LLCJul 2020 to Jun 2025
- TIAAJun 2019 to Aug 2019
- Definitive Healthcare LLCNov 2017 to Dec 2017
- Forget-me-not-gardensJun 2017 to Aug 2017
- UpsNov 2016 to Dec 2016
- University of DenverSep 2016 to Jun 2020
- Blazing Hearth Pizza Mobile CateringMay 2016 to Sep 2018
- Sluggers AcademyFeb 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7258691
- Firm CRD
- 116407