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Tracey Danison

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Columbus, OH

CRD 1940028

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-01-23
  • OH RA
    APPROVED
    Since 2025-01-23

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

2152 Tremont Center, Columbus, OH 43221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Danison & Associates Inc. Columbus OH 08/1997 12/2024
Wealth Enhancement Group Columbus OH 01/2025 Present
Wealth Enhancement Advisory Services Columbus OH 01/2025 Present
  • 08/1997 → 12/2024
    Danison & Associates Inc.
    Columbus, OH
  • 01/2025 → Present
    Wealth Enhancement Group
    Columbus, OH
  • 01/2025 → Present
    Wealth Enhancement Advisory Services
    Columbus, OH
Previous Registrations
  • 2020-02-28 → 2025-02-06
    Danison & Associates Inc
    Columbus, OH
  • 2014-12-11 → 2019-12-31
    Danison & Associates Inc
    Columbus, OH
Designations
  • Certified Financial Planner
Other Names
  • Tracey Marie Brand
  • Tracey Marie Danison

View on SEC IAPD

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