Reece James Poulton

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

• 03/2017 → 04/2019
  Fisher Investments
  Camas, WA
• 08/2020 → 05/2021
  Fisher Investments
  Camas, WA
• 04/2019 → 07/2020
  Greycourt & Co.
  Portland, OR
• 08/2026 → Present
  Wealth Enhancement Group
  Lake Oswego, OR
• 08/2026 → Present
  Wealth Enhancement Advisory Services
  Lake Oswego, OR
• 04/2016 → 03/2017
  Northwestern Mutual Investment Services Llc
  Chicago, IL
• 04/2016 → 03/2017
  Richard Woo
  Chicago, IL
• 05/2021 → 05/2025
  U.S. Bank
  Portland, OR
• 06/2025 → 07/2026
  Unemployed
  Portland, OR

Previous Registrations

• 2020-08-11 → 2021-05-12
  Fisher Investments
  Plano, TX
• 2017-03-22 → 2019-05-21
  Fisher Investments
  Plano, TX
• 2016-04-26 → 2017-03-23
  Northwestern Mutual Investment Services, Llc
  Chicago, IL
• 2014-06-26 → 2014-11-25
  Morgan Stanley
  Medford, OR

Exams

• S66 Uniform Combined State Law Examination
  2014-06-26

Designations

• Certified Financial Planner

Other Names

• Reece J Poulton