Daniel Guyan Gibson

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

• 09/2014 → 12/2020
  Sva Plumb Wealth Management, Llc
  Madison, WI
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 01/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN

Previous Registrations

• 2011-12-22 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
• 1999-05-03 → 2011-12-22
  Sva Wealth Management, Inc.
  Madison, WI

Other Businesses

1.) DBA Wealth Enhancement Group 2.) MCPASD EDUCATION FOUNDATION BOARD - NOT INVESTMENT RELATED - 6907 UNIVERSITY AVENUE, BOX 243, MIDDLETON WI 53562 - BOARD MEMBER - STARTED 11/30/2023 - 2-3 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS - BOARD MEMBER AT LARGE FOR MIDDLETON CROSS PLAINS AREA SCHOOL DISTRICT EDUCATION FOUNDATION HELPING TO SUPPORT LOCAL SCHOOLS DISTRICT NEEDS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-22
• S63 Uniform Securities Agent State Law Examination
  1997-07-29

Designations

• Certified Financial Planner

Other Names

• Daniel G Gibson