Aaron Robert Mclachlan

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

• 03/2015 → 05/2018
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 04/2019 → 10/2020
  Wells Fargo Bank, Na
  Broomfield, CO
• 04/2019 → 11/2020
  Wells Fargo Clearing Services, Llc
  Broomfield, CO
• 07/2018 → 12/2018
  Century Group
  Denver, CO
• 01/2019 → 03/2019
  Lifetime Fitness
  Broomfield, CO
• 11/2020 → 06/2025
  Lpl Financial, Llc
  Centennial, CO
• 11/2020 → 10/2024
  Householder Group Estate & Retirement Specialists
  Centennial, CO
• 11/2024 → Present
  Wealth Enhancement Group
  Centennial, CO
• 11/2024 → Present
  Wealth Enhancement Advisory Services
  Centennial, CO
• 11/2024 → Present
  Wealth Enhancement Brokerage Services
  Centennial, CO

Previous Registrations

• 2020-11-16 → 2024-11-01
  Householder Group Estate & Retirement Specialists
  Centennial, CO
• 2019-07-24 → 2020-11-17
  Wells Fargo Clearing Services, Llc
  Broomfield, CO
  Denver, CO
  Boulder, CO
• 2015-04-22 → 2018-05-11
  Strategic Advisers Llc
  Broomfield, CO
• 2011-10-19 → 2015-03-10
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Lone Tree, CO
• 2009-03-03 → 2011-08-03
  Edward Jones
  Broomfield, CO
  St Louis, MO

Other Businesses

ECA Marketing - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 07/27/2021 - 8 Hours Per Month/1 Hour During Securities Trading. White Glove 567 - Not Investment Related - Castle Rock, CO - Financial Advisor Other - Educational - Start Date 08/23/2023 - 4 Hours Per Month 2 Hours During Trading Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 160 Hours per Month/ 120 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-20

Other Names

• Aaron Robert Mclachlan
• Aaron Mclachlan