Devin
Hanson

Wealth Enhancement Advisory Services, LLC

CRD#6453004
Investment Advisor
in Saint Helena, CA

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About this Advisor

Devin Hanson is a certified financial planner working in Saint Helena, California who has 1 year of industry experience. Hanson is on the advisory team at Wealth Enhancement Advisory Services, LLC. The advisor has gained experience at Bay Commercial Bank, Zoc Doc, John Cordeiro, Waddell & Reed, Inc, Angela Denna, Lpl Financial, LLC, Financial Advocates Investment Management, Wealth Enhancement Group, Wealth Enhancment Advisory Services and Wealth Enhancement Brokerage Services. Hanson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. Wealth Enhancement Advisory Services, LLC is an advisory company that has its headquarters in Minneapolis, MN. It handles $56 billion in total assets across its 128,050 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth clients who have at least $1 million in assets. Wealth Enhancement Advisory Services, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on the type of services provided. However, fees billed by Wealth Enhancement Advisory Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, 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

1127 Pope Street Suite 101
Saint Helena, CA 94574

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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

Devin Hanson Work History

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

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancment Advisory Services

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2015 - Present (9 years)

Lpl Financial, LLC

2016 - 2022 (6 years)

Financial Advocates Investment Management

2015 - 2022 (7 years)

John Cordeiro

2015 - 2015 (< 1 year)

Waddell & Reed, Inc

2015 - 2015 (< 1 year)

Angela Denna

2014 - 2015 (1 year)

Bay Commercial Bank

2013 - 2013 (< 1 year)

Bay Commercial Bank

2013 - 2014 (1 year)

Zoc Doc

*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 Devin Hanson 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

Chloe Briel
Minneapolis, MN
Michael Jette
Minneapolis, MN
Gideon Hicks
Green Bay, WI
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Bernard Smit
Walnut Creek, CA
Emily Reidenouer
Charlotte, NC
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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