Brendan Ryan Wolf

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

• 05/2024 → Present
  Wealth Enhancement Group
  Novato, CA
• 08/2015 → 06/2019
  Marin Catholic High School
  Kentfield, CA
• 08/2018 → 08/2019
  Papa Murphys
  Kentfield, CA
• 08/2019 → 05/2023
  Sonoma State University
  Rohnert Park, CA
• 06/2023 → 07/2023
  Mass Mutual Life Insurance
  Novato, CA
• 08/2023 → 11/2023
  The Retirement Group Llc
  San Diego, CA
• 12/2023 → 04/2024
  The Retirement Group Llc
  Novato, CA
• 06/2022 → 06/2022
  Sportsmans Warehouse
  Rohnert Park, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-11

Other Names

• Brendan Wolf