Bruce Ansel Mandel

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

• 03/1998 → 07/2021
  Oakwood Capital Management Llc
  Los Angeles, CA
• 08/2016 → 12/2016
  Syndicated Capital, Inc.
  Santa Monica, CA
• 11/2016 → 07/2021
  Acorn Digital Wealth, A Division Of Oakwood Capital Management
  Los Angeles, CA
• 07/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 07/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 1998-03-25 → 2021-07-09
  Oakwood Capital Management Llc
  Los Angeles, CA

Other Businesses

Wealth Enhancement Group DBA The Luskin Orthopedic Institute for Children - Non-Investment Related - Los Angeles, CA - Trustee - Start Date: 11/2025 - 1-2 Hours Spent Per Month, 0 Hours Spent During Trading Hours - There are 42 Trustees whose primary activity is volunteer work, oversight of the Medical facilities, it's finances and Foundation. Activities include fund raising. We meet quarterly and serve as ambassador to the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-04-15
• S63 Uniform Securities Agent State Law Examination
  1988-01-20