Inactive

Julia Eileen Cormican

Wealth Enhancement Advisory Services, LLC

CRD 8000771

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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	2026-07-02

MA RA
APPROVED

Since 2026-07-02

Branch Locations

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

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Fontbonne Academy	Milton	MA	10/2015	Present
University Of Massachusetts Amherst	Amherst	MA	08/2019	06/2023
Brown Brohters And Harriman	Boston	MA	06/2023	11/2024
Wealth Enhancement Group	Boston	MA	11/2024	Present
Wealth Enhancement Advisory Services	Boston	MA	10/2025	Present

10/2015 → Present

Fontbonne Academy

Milton, MA
08/2019 → 06/2023

University Of Massachusetts Amherst

Amherst, MA
06/2023 → 11/2024

Brown Brohters And Harriman

Boston, MA
11/2024 → Present

Wealth Enhancement Group

Boston, MA
10/2025 → Present

Wealth Enhancement Advisory Services

Boston, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-06-11

S65 Uniform Investment Adviser Law Examination

2026-06-11

View on SEC IAPD

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