Logan Dunbar
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement Brokerage ServicesMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- LPL Financial LLCMay 2025 to Jun 2025
- Bank of America, N.A.Oct 2024 to Apr 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Apr 2025
- Nuveen Asset Management LLCMar 2022 to Sep 2024
- Nuveen Securities, LLCMar 2022 to Sep 2024
- Cgi Group Inc.Dec 2021 to Mar 2022
- UnemployedNov 2021 to Dec 2021
- Julietta WineryApr 2021 to Nov 2021
- Saint Mary's College of CaliforniaSep 2019 to Apr 2021
- Saint Mary's College of CaliforniaAug 2015 to Aug 2019
- Dunbar ConstructionJun 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7514800
- Firm CRD
- 116407