Dana Sikora

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

• 10/2023 → 11/2024
  Lido Advisors
  Boulder, CO
• 09/2021 → 10/2023
  Goldman Sachs Pfm
  Denver, CO
• 07/2015 → 09/2021
  Eaton Corp
  Denver, CO
• 11/2024 → Present
  Wealth Enhancement Group
  Denver, CO
• 11/2024 → Present
  Wealth Enhancement Advisory Services
  Denver, CO

Previous Registrations

• 2024-03-11 → 2024-12-05
  Lido
  Boulder, CO
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-11

Designations

• Certified Financial Planner

Other Names

• Dana Bolar