Stephen Charles Craffen

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 09/2020
  Stonegate Wealth Management, Llc
  Oakland, NJ
• 09/2020 → 06/2024
  Atlas Fiduciary Financial
  Oakland, NJ
• 06/2024 → Present
  Wealth Enhancement Group
  Oakland, NJ
• 06/2024 → Present
  Wealth Enhancement Advisory Services
  Oakland, NJ

Previous Registrations

• 2020-09-21 → 2024-06-18
  Atlas Fiduciary Financial, Llc
  Oakland, NJ
• 2004-10-13 → 2020-09-17
  Stonegate Wealth Management, Llc
  Oakland, NJ

Other Businesses

Atlas Fiduciary - Non-Investment Related - Oakland, NJ - Partner (50% ownership interest; passive entity, no business conducted) - Start Date: 07/2020 - 0 Hours Spent Per Month, 0 Hours Spent During Securities Trading Hours.

Designations

• Certified Financial Planner

Other Names

• Steve Craffen