Inactive

John Graziano

Wealth Enhancement Advisory Services, LLC

CRD 7350157

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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:

Current Employers

Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2023-01-24

MA RA
APPROVED

Since 2023-01-24

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

10 Post Office Square Suite 1200 S, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealth Enhancement Group	Boston	MA	04/2021	Present
Wealth Enhancement Advisory Services	Boston	MA	10/2022	Present
Brown Brothers Harriman	Boston	MA	01/2019	03/2021
Nike	Lee	MA	12/2013	12/2018
Siena College	Albany	NY	08/2014	05/2018

04/2021 → Present

Wealth Enhancement Group

Boston, MA
10/2022 → Present

Wealth Enhancement Advisory Services

Boston, MA
01/2019 → 03/2021

Brown Brothers Harriman

Boston, MA
12/2013 → 12/2018

Nike

Lee, MA
08/2014 → 05/2018

Siena College

Albany, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-01-13

S65 Uniform Investment Adviser Law Examination

2023-01-13

Designations

Certified Financial Planner

View on SEC IAPD

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