Daniel Thomas Stampf

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

• 08/2012 → 04/2023
  Personal Capital Advisors Corporation
  San Francisco, CA
• 08/2020 → 02/2023
  Gwfs Equities, Inc
  Greenwood Village, CO
• 02/2023 → 08/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2023 → 08/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 09/2023 → Present
  Lpl Financial Llc
  Plymouth, MN
• 09/2023 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 09/2023 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 09/2023 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN

Previous Registrations

• 2023-04-03 → 2023-08-31
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Laguna Niguel, CA
• 2012-08-27 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
  Denver, CO
  Redwood City, CA
  Greenwood Village, CO
• 2005-08-05 → 2012-08-08
  Fisher Investments
  Woodside, CA

Other Businesses

NET LAW GROUP, LLC - NON-INVESTMENT RELATED - LAGUNA NIGUEL, CA - CPO - START DATE: 01/2026 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - FINTECH FOCUSED ON ESTATE PLANNING AND MATCHING CLIENTS WITH LOCAL IN-STATE ATTORNEYS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-27
• S65 Uniform Investment Adviser Law Examination
  2005-07-15

Designations

• Certified Financial Planner