Ashlee Solarczyk

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

• 05/2016 → 07/2023
  Schwab Wealth Advisor
  Phoenix, AZ
• 09/2023 → 10/2025
  Copper Leaf Financial, Llc
  Williston, VT
• 11/2025 → Present
  Wealth Enhancement Group
  South Burlington, VT
• 11/2025 → Present
  Wealth Enhancement Advisory Services
  South Burlington, VT

Previous Registrations

• 2023-09-21 → 2025-10-20
  Copper Leaf Financial, Llc
  Williston, VT
• 2014-07-02 → 2023-08-02
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2014-04-04 → 2014-07-02
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2014-04-04
• S63 Uniform Securities Agent State Law Examination
  2012-05-18

Designations

• Certified Financial Planner

Other Names

• Ashlee Kristine Delance
• Ashlee Kristine Solarczyk