Katherine Anne Ryan

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

• 08/2012 → 07/2022
  Titus Wealth Mangement
  Larkspur, CA
• 06/2015 → 06/2025
  Lpl Financial Llc
  Larkspur, CA
• 08/2022 → Present
  Wealth Enhancement Advisory Services
  Larkspur, CA
• 08/2022 → Present
  Wealth Enhancement Group
  Larkspur, CA
• 08/2022 → Present
  Wealth Enhancement Brokerage Services
  Larkspur, CA

Other Businesses

No Business Name - Investment Related - SAUSALITO, CA 94965 - Real Estate Rental - Start Date:09/21/2018 - 5 Hours Per Month/0 Hours During Trading. No Business Name - Not Investment Related - At Reported Business Location(s) - Other-NOTARY PUBLIC - Started 02/10/2021 - 4 Hours Per Month During Securities Trading - PERFORMING NOTARIZATIONS FOR CLIENTS. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 08/01/2022 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2022. 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 services at http://www.adviserinfo.sec.gov/IAPD

Exams

• S66 Uniform Combined State Law Examination
  2016-06-30

Other Names

• Katherine Anne Barulich
• Kathy Ryan