Clark
Miller

Wealth Enhancement Advisory Services, LLC

CRD#2194418
Investment Advisor
in Larkspur, CA

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About this Advisor

Clark Miller is a certified financial planner based out of Larkspur, California with 1 year of relevant experience. Miller is an advisor for Wealth Enhancement Advisory Services, LLC. During their career, the advisor has held roles at Lpl Financial LLC, Titus Wealth Management, Wealth Enhancement Advisory Services, LLC, Wealth Enhancement Brokerage Services and Wealth Enhancement Group. Miller maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California. Wealth Enhancement Advisory Services, LLC is a company headquartered in Minneapolis, MN. It controls $56 billion in assets under management between its 128,050 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 128,050 client accounts, 27% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm offers a broad 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. Financial advisory fees typically are based on the financial services. Fee types billed by Wealth Enhancement Advisory Services, LLC likely include some blend 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

700 Larkspur Landing Cir Suite 109
Larkspur, CA 94939

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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

Clark Miller Work History

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

2022 - Present (2 years)

Wealth Enhancement Advisory Services, LLC

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2022 - Present (2 years)

Wealth Enhancement Group

2005 - Present (19 years)

Lpl Financial LLC

2010 - 2022 (12 years)

Titus Wealth Management

*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 Clark Miller 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

Charles Campbell
Minneapolis, MN
Devin Hanson
Saint Helena, CA
Michael Jette
Minneapolis, MN
William Buhr
Itasca, IL
Kevin Saylor
Alpharetta, GA
Cindy Hyde
Minneapolis, MN
Gideon Hicks
Green Bay, WI
Bernard Smit
Walnut Creek, CA

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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