David Alexander Fox

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

• 10/2017 → 12/2021
  Cardan Capital Partners
  Denver, CO
• 09/2016 → 10/2017
  Citibank
  Bogota
• 04/2013 → 09/2016
  Citibank, Na
  Miami, FL
• 12/2021 → 06/2023
  Wealth Enhancement Group
  Denver, CO
• 11/2024 → Present
  Wealth Enhancement Group
  Denver, CO
• 06/2023 → 11/2024
  Bella Ciao Capital Llc
  Denver, CO
• 11/2024 → Present
  Wealth Enhancement Advisory Services
  Denver, CO

Previous Registrations

• 2021-12-01 → 2023-06-16
  Wealth Enhancement Advisory Services, Llc
  Denver, CO
  Plymouth, MN
• 2018-01-12 → 2021-12-12
  Cardan Capital Partners, Llc
  Denver, CO

Other Businesses

1. BELLA CIAO CAPITAL LLC - OWNER - NON-INVESTMENT RELATED - START DATE 06/2023 - 0 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING. LLC FOR MOBILE DOG TRAINING FRANCHISE AGREEMENT WITH THE DOG WIZARD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• David Alexander Fox
• David Fox