Daniel Gerard Dolan

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

• 06/2006 → 02/2026
  Ameritas Investment Company, Llc
  Lincoln, NE
• 01/1998 → 02/2026
  Tax Favored Benefits, Inc.
  Overland Park, KS
• 10/2018 → 10/2024
  Independence Community College
  Independence, KS
• 11/2021 → 06/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2022 → 02/2026
  Tfb Advisors, Llc
  Overland Park, KS
• 03/2026 → Present
  Wealth Enhancement Group
  Overland Park, KS
• 03/2026 → Present
  Wealth Enhancement Brokerage Services
  Overland Park, KS
• 03/2026 → Present
  Wealth Enhancement Advisory Services
  Overland Park, KS

Previous Registrations

• 2022-08-02 → 2026-03-25
  Tfb Advisors, Llc
  Overland Park, KS
• 2021-11-01 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS
• 2006-06-30 → 2021-11-01
  Ameritas Investment Company, Llc
  Overland Park, KS
• 2002-02-11 → 2006-06-30
  Carillon Investments, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - OVERLAND PARK, KS. 135 HOURS PER MONTH, 135 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - OVERLAND PARK, KS. FIXED ANNUITY/INSURANCE SALES AND SERVICING. 20 HOURS PER MONTH, 20 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-25
• S63 Uniform Securities Agent State Law Examination
  1991-01-16

Designations

• Chartered Financial Consultant

Other Names

• Dan Dolan
• Daniel G Dolan
• Daniel G Dolan