Todd William Mcfarland

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

• 06/2013 → 06/2023
  Personal Capital Advisors
  San Francisco, CA
• 04/2023 → 06/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 07/2023 → Present
  Wealth Enhancement Advisory Services
  Mill Valley, CA
• 07/2023 → Present
  Wealth Enhancement Group
  Mill Valley, CA

Previous Registrations

• 2023-04-03 → 2023-10-16
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2013-10-17 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
• 2003-02-18 → 2004-08-26
  Rtm Financial
  Mill Valley, CA
• 2001-09-27 → 2002-10-14
  Prudential Equity Group, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-24
• S63 Uniform Securities Agent State Law Examination
  2001-04-25

Other Names

• Todd W Mcfarland