Darryl Arthur Nelson

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

• 10/2007 → 05/2024
  The Financial Advisory Group, Inc.
  Houston, TX
• 06/2024 → Present
  Wealth Enhancement Group
  Houston, TX
• 06/2024 → Present
  Wealth Enhancement Advisory Services
  Houston, TX

Previous Registrations

• 2007-10-04 → 2024-06-21
  The Financial Advisory Group, Llc
  Houston, TX
• 2006-06-29 → 2007-10-03
  Nelson Asset Management, Inc.
  Houston, TX
• 2004-10-04 → 2006-04-12
  Greenbook Investment Management, Inc.
  Houston, TX
• 2004-08-23 → 2004-12-31
  Xelan Financial Planning, Inc.
  Houston, TX
• 2003-01-13 → 2004-07-26
  Xelan Financial Planning, Inc.
  Houston, TX
• 2002-02-11 → 2003-01-15
  Xelan Investment Services, Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-11
• S63 Uniform Securities Agent State Law Examination
  1984-11-16