Austin Deshane

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

• 05/2013 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 05/2013 → 07/2021
  Equitable Advisors, Llc
  New York, NY
• 07/2021 → 09/2024
  Lpl Financial Llc
  Houston, TX
• 07/2021 → Present
  Wealth Enhancement Advisory Services, Llc
  Houston, TX
• 07/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 07/2021 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN

Previous Registrations

• 2014-04-04 → 2021-07-14
  Equitable Advisors, Llc
  Austin, TX
  Austin, TX
  Austin, TX
  Dallas, TX

Other Businesses

1.) WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT RELATED - HOUSTON, TX - INVESTMENT ADVISOR REPRESENTATIVE - 200 HOURS PER MONTH, 150 HOURS DURING TRADING HOURS. 2.) WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - HOUSTON, TX - FIXED INSURANCE - SVP, FINANCIAL ADVISOR - 5 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS - INSURANCE AND ANNUITY SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-28
• S63 Uniform Securities Agent State Law Examination
  2013-08-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Austin Ross Deshane