Heather Donhauser Calianno

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

• 11/2010 → 07/2019
  Triad Advisors
  Norcross, GA
• 11/2010 → 07/2019
  Planning Solutions Group
  Fulton, MD
• 07/2019 → 06/2025
  Lpl Financial Llc
  Fulton, MD
• 07/2019 → Present
  Wealth Enhancement Group
  Fulton, MD
• 07/2019 → Present
  Wealth Enhancement Advisory Services, Llc
  Fulton, MD
• 07/2019 → Present
  Wealth Enhancement Brokerage Services
  Fulton, MN

Previous Registrations

• 2011-08-23 → 2019-09-10
  Planning Solutions Group, Llc
  Fulton, MD
• 2007-10-01 → 2010-11-03
  Osaic Fa, Inc.
  Sykesville, MD

Other Businesses

8/9/2019 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Admin

Exams

• S66 Uniform Combined State Law Examination
  2007-09-27

Other Names

• Heather L Donhauser
• Heather Lee Donhauser
• Heather Donhauser
• Heather Dnhauser