Zachary Pratt Nelson

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

• 05/2019 → 06/2024
  Rh Advisors, Llc
  Farmington, UT
• 05/2018 → 01/2023
  Rock House Financial
  Farmington, UT
• 08/2013 → 05/2018
  Utah Valley University
  Orem, UT
• 07/2024 → Present
  Wealth Enhancement Group
  Farmington, UT
• 07/2024 → Present
  Wealth Enhancement Advisory Services
  Farmington, UT

Previous Registrations

• 2019-05-20 → 2024-07-03
  Rock House Financial
  Farmington, UT

Other Businesses

ZP HOLDINGS, LLC - KAYSVILLE, UT. RENTAL PROPERTY - 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - FARMINGTON, UT - FIXED INSURANCE - VP, FINANCIAL ADVISOR - START DATE: 07/2024 - 5 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-29

Designations

• Certified Financial Planner

Other Names

• Zach Nelson