Bradley
Boulton

Wealth Enhancement Advisory Services, LLC

CRD#5977189
Investment Advisor
in Santa Maria, CA

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About this Advisor

Bradley Boulton is a certified financial planner based in Santa Maria, California, with 1 year of industry experience. Boulton works at Wealth Enhancement Advisory Services, LLC. During their career, Boulton has held roles at Vivid Financial Management, Inc, Woodland Leishman & Associates, Mutual Securities, Inc, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Wealth Enhancement Brokerage Services. Boulton has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Wealth Enhancement Advisory Services, LLC is an advisory company headquartered in Minneapolis, MN. It manages $56 billion in assets across its 128,050 accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 128,050 accounts, 27% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Wealth Enhancement Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

340 E Clark Ave
Santa Maria, CA 93455

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

CA Average: $5,289,111,388
Total Number of Accounts

128,050

CA Average: 8,262
Average Account Size

$440,396

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Bradley Boulton Work History

Bradley has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial, LLC

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2015 - 2022 (7 years)

Vivid Financial Management, Inc

2013 - 2022 (9 years)

Mutual Securities, Inc

2013 - 2015 (2 years)

Woodland Leishman & Associates

2012 - 2015 (3 years)

Woodland Leishman & Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Boulton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Jason Beaird
Brentwood, TN
Austin Thielen
Minneapolis, MN
Myra Natter
Minneapolis, MN
Reginald Hunnicutt
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Devin Hanson
Saint Helena, CA
Cindy Hyde
Minneapolis, MN
Laura Brantley
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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