Erik Anderson

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

• 02/2012 → 06/2025
  Lpl Financial Llc
  Denver, CO
• 02/2012 → 06/2023
  Ryan Financial Inc
  Denver, CO
• 01/2019 → 06/2023
  Ryan Financial Inc
  Denver, CO
• 07/2023 → Present
  Wealth Enhancement Group
  Denver, CO
• 07/2023 → Present
  Wealth Enhancement Advisory Services
  Denver, CO
• 07/2023 → Present
  Wealth Enhancement Brokerage Services
  Denver, CO

Previous Registrations

• 2015-04-22 → 2023-07-10
  Ryan Financial Inc.
  Denver, CO
• 2012-02-29 → 2020-10-08
  Lpl Financial Llc
  Denver, CO
  Aurora, CO
• 2008-01-22 → 2012-01-23
  Edward Jones
  Littleton, CO
  Denver, CO
  St Louis, MO
  Tempe, AZ

Other Businesses

Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 07/03/2023 - 160 Hours Per Month/ 4 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 07/2023. I expect to spend approximately 120 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. 11/15/2024 - ALE Restaurants, Inc - Other - Restaurant - 25% Owner - Not Investment Related - 7545 E Illiff Ave, Denver, CO 80231 - Start Date 03/11/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04

Designations

• Certified Financial Planner

Other Names

• Erik Anderson
• Erik Donald Anderson