Inactive

Dana Houston Valelly

Wealth Enhancement Advisory Services, LLC

CRD 8104270

Claim This Profile

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
NY	RA	APPROVED	2025-07-21

NY RA
APPROVED

Since 2025-07-21

Branch Locations

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

New York, NY • 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
Cbre	Dallas	TX	05/2019	07/2019
Wealth Enhancement Group	New York	NY	06/2025	Present
Citi	New York	NY	09/2022	06/2025
National Grid	New York	NY	06/2021	08/2022
Syracuse University	Syracuse	NY	08/2016	06/2021
At&T	Dallas	TX	05/2018	06/2018
Wealth Enhancement Advisory Services	New York	NY	07/2025	Present

05/2019 → 07/2019

Cbre

Dallas, TX
06/2025 → Present

Wealth Enhancement Group

New York, NY
09/2022 → 06/2025

Citi

New York, NY
06/2021 → 08/2022

National Grid

New York, NY
08/2016 → 06/2021

Syracuse University

Syracuse, NY
05/2018 → 06/2018

At&T

Dallas, TX
07/2025 → Present

Wealth Enhancement Advisory Services

New York , NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-17

S65 Uniform Investment Adviser Law Examination

2025-06-17

View on SEC IAPD

More in Plymouth, MN

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor