Stephanie Marie Roberts

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

• 01/2019 → 07/2020
  The H Group Washington, Inc.
  Bellevue, WA
• 06/2014 → 12/2018
  Harvest Capital Advisors
  Bellevue, WA
• 07/2020 → 02/2026
  The H Group Washington, Inc.
  Bellevue, WA
• 08/2018 → 01/2020
  When In Travel Series Llc
  Seattle, WA
• 03/2026 → Present
  Wealth Enhancement Group
  Bellevue, WA
• 03/2026 → Present
  Wealth Enhancement Advisory Services
  Bellevue, WA

Previous Registrations

• 2020-07-06 → 2026-05-14
  The H Group Washington, Inc.
  Bellevue, WA
  Bellevue, WA
  Bellevue, WA

Other Businesses

RENE DUMONT, LLC - OWNER/ARTIST - SEATTLE. ONLINE ART SALES. 4-6 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-06

Designations

• Certified Financial Planner

Other Names

• Stephanie Pitts