Colin Patrick Mcgraw
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
18 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
18 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2024 to now
- Wealth Enhancement Brokerage ServicesNov 2024 to now
- Wealth Enhancement GroupNov 2024 to now
- LPL Financial LLCApr 2024 to Jun 2025
- Householder Group Estate and Retirement Specialist, LLCApr 2024 to Oct 2024
- Cetera Investment Advisers LLCMar 2024 to Apr 2024
- Cetera Advisors LLCFeb 2023 to Apr 2024
- The Strategy Partners IncJan 2023 to Apr 2024
- Oneamerica SecuritiesFeb 2021 to Feb 2023
- American United LifeJun 2020 to Feb 2023
- Self EmployedMar 2018 to May 2020
- Edwards Vacuum, Inc.Jun 2006 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
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
- 7319065
- Firm CRD
- 116407