David Lucier

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

• 10/2002 → 01/2019
  Janus Distributors Llc
  Denver, CO
• 10/2002 → 12/2018
  Janus Management Holdings Corp
  Denver, CO
• 01/2019 → 08/2019
  Unemployed
  Cohassett, MA
• 09/2019 → 06/2020
  Rockhaven
  Cohassett, MA
• 07/2020 → 06/2021
  Primark Advisors, Llc
  Cohassett, MA
• 09/2020 → 06/2021
  Foreside Financial Services, Llc
  Cohassett, MA
• 05/2023 → 05/2023
  Matrix 360 Distributors, Llc
  Fairway, KS
• 06/2021 → 04/2023
  Dane Street
  St. Petersburg, FL
• 05/2023 → 02/2025
  Rfs Partners
  Denver, CO
• 03/2025 → Present
  Wealth Enhancement Group
  Cohasset, MA
• 03/2025 → Present
  Wealth Enhancement Brokerage Services
  Cohasset, MA
• 03/2025 → Present
  Wealth Enhancement Advisory Services
  Cohasset, MA

Previous Registrations

• 2025-02-26 → 2025-03-03
  Shelton Capital Management
  Denver, CO
  Cohasset, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-02-26
• S65 Uniform Investment Adviser Law Examination
  1994-04-20
• S63 Uniform Securities Agent State Law Examination
  1994-04-11

Other Names

• David Linscott Lucier