Eric Maynard Aanes

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

• 04/2008 → 07/2022
  Titus Wealth Management (Was Willis Financial Planning Services)
  Larkspur, CA
• 09/2009 → 06/2025
  Lpl Financial, Llc
  Larkspur, CA
• 08/2022 → Present
  Wealth Enhancement Advisory Services, Llc
  Larkspur, CA
• 08/2022 → Present
  Wealth Enhancement Group
  Larkspur, CA
• 08/2022 → Present
  Wealth Enhancement Brokerage Services
  Larkspur, CA

Previous Registrations

• 2005-10-05 → 2022-09-01
  Titus Wealth Management
  Larkspur, CA
  San Mateo, CA
• 2009-09-08 → 2009-12-18
  Lpl Financial Llc
  Hidden Valley Lake, CA
  Larkspur, CA
  San Mateo, CA
  Copperopolis, CA
• 2007-10-03 → 2009-10-13
  Associated Planners Investment Advisory Inc
  San Mateo, CA
• 2005-09-01 → 2009-09-08
  Associated Securities Corp.
  Napa, CA
  Copperopolis, CA
  Larkspur, CA
  San Mateo, CA
  San Mateo, CA
• 2005-09-26 → 2006-06-22
  Associated Planners Investment Advisory Inc
  San Mateo, CA

Other Businesses

1) 03/08/2011 - NON-VARIABLE INSURANCE, CPL INSURANCE SERVICES, INC, PRESIDENT CPL INSURANCE, 5%. 2) 05/09/2011 - REAL ESTATE RENTAL. 3) 12/5/2022 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Start Date - 08/01/2022 - 80 Hours Per Month/5 Hours During Securities Trading 4) 03/31/2025 - Chaya M Cafe - Not Investment Related - Other - Business Owner - Home Based, At Reported Business Location(s) - 2 Hrs/Mth - 0 Hrs During Trading. - Chaya M Cafe - Start Date: 03/26/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-06
• S63 Uniform Securities Agent State Law Examination
  1993-01-08

Designations

• Chartered Financial Consultant