Bryan Lennon

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

• 08/2013 → 11/2021
  Personal Capital Advisors Corporation
  San Francisco, CA
• 08/2023 → Present
  Wealth Enhancement Group
  Bethesda, MD
• 08/2023 → Present
  Wealth Enhancement Advisory Services
  Bethesda, MD
• 11/2021 → 08/2023
  Atomic Invest, Llc
  New York, NY

Previous Registrations

• 2013-10-22 → 2021-11-24
  Personal Capital Advisors Corporation
  Denver, CO
  Greenwood Village, CO
  Bethesda, MD
• 2011-04-26 → 2013-07-22
  Convergent Wealth Advisors, Llc
  California, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-25
• S63 Uniform Securities Agent State Law Examination
  2009-12-22

Designations

• Certified Financial Planner

Other Names

• Bryan Stephen Lennon