Daniel Frederickson

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

• 01/2017 → 12/2021
  Johnson Bank
  Madison, WI
• 03/2015 → 01/2017
  Wisconsin Reinsurance Corporation
  Madison, WI
• 06/2017 → 12/2021
  Johnson Wealth Inc
  Madison, WI
• 01/2022 → 08/2022
  Woodbury Financial Services Inc
  Windsor, WI
• 08/2022 → Present
  Wealth Enhancement Group
  Madison, WI
• 08/2022 → Present
  Wealth Enhancement Advisory Services
  Madison, WI

Previous Registrations

• 2022-03-28 → 2022-08-10
  Woodbury Financial Services, Inc.
  Windsor, WI
• 2019-10-25 → 2022-01-10
  Johnson Wealth Inc.
  Madison, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-25
• S65 Uniform Investment Adviser Law Examination
  2019-10-25

Other Names

• Daniel D Frederickson