Daniel George Gensler

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

• 12/1995 → 06/2025
  Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
  Coronado, CA
• 07/1998 → 12/2021
  The Gensler Group
  Coronado, CA
• 01/2022 → Present
  Wealth Enhancement Group
  Coronado, CA
• 01/2022 → Present
  Wealth Enhancement Advisory Services
  Coronado, CA
• 01/2022 → Present
  Wealth Enhancement Brokerage Services
  Coronado, CA

Previous Registrations

• 1997-12-31 → 2025-07-02
  Lpl Financial Llc
  Fort Mill, SC
  Tucson, AZ
  Palmdale, CA
  Los Angeles, CA
  Azusa, CA
  San Diego, CA
  Los Angeles, CA
  San Diego, CA
  Burbank, CA
  Orlando, FL
  Blue Jay, CA
  Coronado, CA
  Carlsbad, CA
  Carlsbad, CA
• 2021-02-09 → 2022-01-13
  The Gensler Group
  Coronado, CA

Other Businesses

1. 9/19/2008 - NON-VARIABLE INSURANCE - FIXED INSURANCE - VARIOUS COMPANIES - CORONADO, CA. 2. 8/5/2014: NO BUSINESS NAME - INV REL - 120 C AVENUE #170 CORONADO, CA 92118 - BOOK - START 10/01/2013 - NO TIME SPENT - BOOK AUTHOR 3. 02/03/2022 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/03/2022 - 160 Hours Per Month/8 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 2/2022. 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-28
• S63 Uniform Securities Agent State Law Examination
  1987-05-05

Designations

• Certified Financial Planner