Brandon L Dunn

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

• 09/2015 → 10/2016
  Equity Trust Company
  Cleveland, OH
• 10/2016 → 10/2020
  Adviseme National Advisors
  Cleveland, OH
• 11/2020 → 05/2025
  Marcum Wealth, Llc
  Cleveland, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Mayfield Village, OH

Previous Registrations

• 2020-12-02 → 2025-05-20
  Marcum Wealth, Llc
  Cleveland, OH
• 2016-12-07 → 2020-12-07
  Adviseme National Advisors
  Cleveland, OH
• 2013-03-14 → 2013-08-06
  Pnc Capital Advisors Llc
  Cleveland,, OH

Exams

• S66 Uniform Combined State Law Examination
  2013-02-22
• S63 Uniform Securities Agent State Law Examination
  2000-12-05

Other Names

• Brandon Leonard Dunn