Geoffrey Allen Lanceley

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

• 09/2005 → 06/2025
  Lpl Financial, Llc
  Houston, TX
• 08/2016 → Present
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
• 08/2016 → Present
  Wealth Enhancement Brokerage Services, Llc
  Plymouth, MN

Previous Registrations

• 2010-08-02 → 2016-09-13
  Sfs Interests, Inc.
  Houston, TX
• 2013-10-25 → 2016-09-06
  V Wealth Advisors Llc
  Houston, TX
  Overland Park, KS
• 2005-09-30 → 2015-11-02
  Lpl Financial Llc
  Houston, TX
  Houston, TX
• 1998-06-01 → 2005-10-24
  Osaic Fa, Inc.
  Houston, TX

Other Businesses

(1) 4/17/2006: No Business Name - Passive Investment - At Reported Business Location(s) - 5% Time Spent - Oil & Gas Investor. (2) 10/07/2016: Wealth Enhancement Advisory Services, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrd) Wealth Enhacement Advisory Services - Investment Related - 1800 West Loop south, Suite 1900, Houston, TX 77027 - Start 08/01/2016 - 10 Hr/Mo; 5 Hour(s) During Securities Trading - I provide investment advisory services Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm. I started this business activity on 10/7/16. I expect to spend approximately 200 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (3) 10/11/2016: Wealth Enhancement Group - Non-Variable Insurance - Investment Related - 1800 West Loop South, Suite 1900, Houston, TX 77027 - Start 08/01/2016 - 10 Hr/Mo; 5 Hour(s) During Securities Trading - Agent selling traditional insurance, fixed annuities, disability, long term care for Wealth Enhancement Group (agency) Not paid at the carrier level. No ownership. (4) 10/20/2016: SFS Interests, Inc. - the General Partner in Sound Financial Solutions, LP - Investment Related - 1800 West Loop South, Suite 1900 Houston, Texas 77027 - Start 08/01/2016 - 2 Hr/Mo; 0 Hour(s) During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-10
• S63 Uniform Securities Agent State Law Examination
  1996-08-28