Jeffrey L Miller

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

• 06/2012 → 05/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO
• 11/2012 → 05/2019
  Bank Of America, N.A.
  Greenwood Village, CO
• 05/2019 → 12/2021
  Cardan Capital Partners, Llc
  Denver, CO
• 12/2021 → Present
  Wealth Enhancement Group
  Denver, CO
• 12/2021 → Present
  Wealth Enhancement Advisory Services
  Denver, CO

Previous Registrations

• 2019-05-14 → 2021-12-12
  Cardan Capital Partners, Llc
  Denver, CO
• 2012-07-30 → 2019-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenwood Village, CO

Other Businesses

THIS IS PLACEHOLDER TEXT. WEALTH ENHANCEMENT ADVISORY SERVICES WILL ADD OUTSIDE BUSINESS ACTIVITIES VIA AMENDMENT

Exams

• S66 Uniform Combined State Law Examination
  2012-07-28
• S63 Uniform Securities Agent State Law Examination
  2010-01-26

Designations

• Certified Financial Planner

Other Names

• Jeff Miller
• Jeffrey Linwood Miller