Chason W Trahan

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

• 01/2017 → 11/2021
  Cetera Advisor Neworks Llc
  El Segundo, CA
• 01/2017 → 11/2021
  Carroll Financial
  Charlotte, NC
• 05/2011 → 01/2017
  Dixon Wells
  Charlotte, NC
• 11/2021 → 06/2025
  Lpl Financial, Llc
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Group
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Advisory Services Llc
  Charlotte, NC
• 12/2021 → Present
  Wealth Enhancement Brokerage Services
  Charlotte, NC

Previous Registrations

• 2017-04-11 → 2021-12-08
  Carroll Financial Associates Inc
  Charlotte, NC

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - DBA: (Hybrid) Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 11/1/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/30/2021 - 1 Hour Per Month/1 Hour During Securities Trading. CHASON TRAHAN - NON-INVESTMENT RELATED - CHARLOTTE, NC - START DATE: 01/2025 - TRUSTEE AND EXECUTOR - 0 HOURS SPENT PER MONTH/0 HOURS SPENT DURING TRADING HOURS - SERVE AS TRUSTEE AND EXECUTOR FOR IMMEDIATE FAMILY MEMBER'S TRUSTS. CHASON TRAHAN - NON-INVESTMENT RELATED - CHARLOTTE, NC - START DATE: 09/2025 - TRUSTEE, EXECUTOR, AND GUARDIAN - 0 HOURS SPENT PER MONTH/0 HOURS SPENT DURING TRADING HOURS - SERVE AS TRUSTEE, EXECUTOR, AND GUARDIAN FOR IMMEDIATE FAMILY MEMBER'S ESTATE PLANNING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-24

Designations

• Certified Financial Planner

Other Names

• Chason Trahan