Steven Brett Boner

Current Employers

Employment History

• 10/2006 → 11/2021
  Carroll Financial Associates, Inc.
  Charlotte, NC
• 01/2013 → 11/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2021 → 06/2025
  Lpl Financial, Llc
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Group
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Advisory Services Llc
  Charlotte, NC
• 12/2021 → Present
  Wealth Enhancement Brokerage Services
  Charlotte, NC

Previous Registrations

• 2007-02-01 → 2021-12-06
  Carroll Financial Associates Inc
  Charlotte, NC
  Charlotte, NC

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - DBA: (Hybrid) Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/1/21 - 175 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 175 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 services at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Non-Investment Related - Charlotte, NC - Fixed Insurance - SVP, Financial Advisor - Start Date: 10/2025 - 1-2 Hours Spent Per Month, 1-2 Hours Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-17

Other Names

• Brett Boner