Sarah Keys

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

• 11/2015 → 12/2021
  Cardan Capital Partners, Llc
  Denver, CO
• 11/2015 → 12/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2021 → Present
  Wealth Enhancement Group
  Denver, CO
• 12/2021 → Present
  Wealth Enhancement Advisory Services
  Denver, CO

Previous Registrations

• 2015-11-06 → 2021-12-12
  Cardan Capital Partners, Llc
  Denver, CO
• 2007-06-18 → 2015-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boulder, CO
  Denver, CO
  Boulder, CO
  Boulder, CO
  Denver, CO

Other Businesses

THIS IS PLACEHOLDER TEXT. WEALTH ENHANCEMENT ADVISORY SERVICES WILL ADD OUTSIDE BUSINESS ACTIVITIES VIA AMENDMENT

Exams

• S66 Uniform Combined State Law Examination
  2007-06-16

Other Names

• Sarah Lyn Dornsife
• Sarah Lyn Didomenico
• Sarah Lyn Keys