Zachary Alexander Armenta

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

• 05/2015 → 09/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 05/2015 → 09/2016
  Bank Of America, N.A.
  Chandler, AZ
• 10/2016 → 02/2018
  Ameriprise Financial Services, Inc.
  Mesa, AZ
• 02/2018 → 05/2023
  John Hancock
  Tempe, AZ
• 02/2018 → 05/2023
  John Hancock Funds, Llc
  Boston, MA
• 11/2017 → 01/2018
  Northern Trust
  Tempe, AZ
• 11/2018 → 05/2023
  John Hancock Advisers, Llc
  Boston, MA
• 05/2023 → 12/2025
  State Street Global Advisors Funds Distributors, Llc
  Boston, MA
• 05/2023 → 12/2025
  State Street Global Advisors Trust Company
  Boston, MA
• 01/2026 → Present
  Wealth Enhancement Group
  Avondale, AZ
• 01/2026 → Present
  Wealth Enhancement Brokerage Services
  Avondale, AZ
• 01/2026 → Present
  Wealth Enhancement Advisory Services
  Avondale, AZ

Previous Registrations

• 2018-11-08 → 2023-05-09
  John Hancock Investment Management Llc
  Boston, MA
  Tempe, AZ
  Boston, MA
• 2018-03-05 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Tempe, AZ
  Boston, MA
• 2016-10-13 → 2017-08-23
  Ameriprise Financial Services, Llc
  Mesa, AZ
• 2015-08-10 → 2016-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2015-08-07

Designations

• Chartered Financial Analyst

Other Names

• Zachary Armenta