Gerald Dennis Fahey

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

• 07/2013 → 07/2021
  Hoover Financial Advisors
  Malvern, PA
• 07/2013 → 03/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 07/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 2013-06-19 → 2021-07-08
  Hoover Financial Advisors, Inc.
  Malvern, PA
• 2012-03-13 → 2013-06-21
  New England Securities
  Newtown Square, PA
• 2011-06-24 → 2012-03-08
  Lpl Financial Llc
  Kennett Square, PA
  Fort Mill, SC
  Kennett Square, PA
• 2009-01-02 → 2011-06-13
  Cetera Investment Services Llc
  West Chester, PA
  Exton, PA
  Avondale, PA
• 2002-07-12 → 2008-07-03
  Osaic Institutions, Inc.
  Roslindale, MA
  Charlestown, MA
  West Roxbury, MA
  Westwood, MA
• 2000-01-01 → 2002-06-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI

Other Businesses

THE PHELPS SCHOOL - BOARD MEMBER AND TREASURER - 2009 - ATTEND QUARTERLY AND SEMI ANNUAL BOARD MEETINGS, OVERSEE INVESTMENT ACCOUNTS OF SCHOOL FOR CHAIRMAN. HOOVER FINANCIAL ADVISORS - RIA - 112 MOORES RD. SUITE 100, MALVERN, PA 19355 - FINANCIAL PLANNER, PREPARE AND DELIVER PERSONALIZED FINANCIAL PLANS FOR NEW CLIENTS, ONGOING MONITORING OF EXISTING CLIENTS. - 06/2013 - 160 HRS/MONTH. Wealth Enhancement Group DBA

Exams

• S66 Uniform Combined State Law Examination
  1999-12-06

Designations

• Certified Financial Planner

Other Names

• Gerald Dennis Fahey