Bradly Scott Hoggatt

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

• 06/2014 → 05/2018
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2017 → 05/2018
  Strategic Advisers, Inc.
  Greenwood Village, CO
• 06/2018 → 07/2019
  Tiaa
  Denver, CO
• 06/2018 → 07/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO
• 08/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 07/2019 → 08/2021
  Amg National Trust
  Greenwood Village, CO

Previous Registrations

• 2018-06-26 → 2019-06-12
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
• 2017-03-16 → 2018-06-20
  Strategic Advisers Llc
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2017-03-04
• S63 Uniform Securities Agent State Law Examination
  2014-07-21

Designations

• Certified Financial Planner

Other Names

• Brad Hoggatt