Wesley Boudreaux

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 → 11/2023
  Fsc Securities Corporation
  San Diego, CA
• 11/2023 → 04/2024
  Osaic Wealth, Inc.
  Montgomery, TX
• 05/2024 → 06/2025
  Lpl Financial Llc
  Montgomery, TX
• 05/2024 → Present
  Wealth Enhancement Group
  Montgomery, TX
• 05/2024 → Present
  Wealth Enhancement Advisory Services
  Montgomery, TX
• 05/2024 → Present
  Wealth Enhancement Brokerage Services
  Montgomery, TX

Previous Registrations

• 2018-01-16 → 2024-05-31
  The Retirement Group, Llc
  Houston, TX
  San Diego, CA
• 2013-08-14 → 2017-12-31
  The Retirement Group, Llc
  San Diego, CA
• 2010-01-22 → 2013-07-31
  Morgan Stanley
  Carlsbad, CA
• 2007-11-14 → 2010-01-29
  Ubs Financial Services Inc.
  The Woodlands, TX
  Carlsbad, CA
  Carlsbad, CA
  Weehawken, NJ
• 2004-05-06 → 2007-09-17
  Strategic Advisers Llc
  Los Angeles, CA

Other Businesses

Wealth Enhancement Advisory Services - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 5/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, LLC an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per 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 service6s at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Investment Related - Fixed Insurance - SVP, Financial Advisor - Start Date: 07/2025 - 5 Hours Spent Per Month, 5 Hours Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-05-04
• S63 Uniform Securities Agent State Law Examination
  2002-09-06

Other Names

• Wesley G Boudreaux