Tara Miriam Graham

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

• 11/2017 → 05/2019
  Principal Life Insurance Company
  Austin, TX
• 11/2017 → 05/2019
  Principal Securities Inc
  Austin, TX
• 11/2016 → 05/2017
  Farmers Insurance / Alaniz
  Austin, TX
• 01/2016 → 10/2016
  Unemployed
  Austin, TX
• 05/2019 → 09/2020
  Jpmorgan Chase Bank, N.A.
  Austin, TX
• 05/2019 → 09/2020
  J.P. Morgan Securites, Llc
  Austin, TX
• 10/2017 → 01/2018
  Harte Hanks/Blue Cross Blue Shield
  Austin, TX
• 04/2017 → 10/2017
  Symmetry Financial / Inside Agent
  Austin, TX
• 09/2020 → 11/2021
  Calton & Associates, Inc
  Austin, TX
• 03/2022 → 04/2025
  Valic Financial Advisors, Inc.
  Renton, WA
• 11/2021 → 03/2022
  Unemployed
  Yelm, WA
• 12/2022 → 04/2025
  Agia
  Houston, TX
• 04/2025 → Present
  Wealth Enhancement Group
  Yelm, WA
• 04/2025 → Present
  Wealth Enhancement Brokerage Services
  Yelm, WA
• 04/2025 → Present
  Wealth Enhancement Advisory Services
  Yelm, WA

Previous Registrations

• 2022-03-22 → 2025-05-06
  Valic Financial Advisors, Inc.
  Renton, WA
  Renton, WA
  Renton, WA

Other Businesses

THE EQUINE BIT FITTER - OWNER - EQUINE SERVICES - FITTINGS BRIDLES AND BITS FOR HORSES. - NON INVESTMENT RELATED - NUMBER OF HOURS: 10 DURING SECURITIES TRADING HOURS: 0 START DATE: 05/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-22
• S63 Uniform Securities Agent State Law Examination
  2018-01-08

Other Names

• Tara Miriam Graham
• Tara Graham