M. Scot
Lance
Wealth Enhancement Advisory Services, LLC
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About this Advisor
M. Scot Lance is a financial advisor working out of Larkspur, California with a total of 1 year of relevant experience. Lance is currently employed by Wealth Enhancement Advisory Services, LLC. Lance has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC, Titus Wealth Management, Wealth Enhancement Group, Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services, LLC. Lance has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Wealth Enhancement Advisory Services, LLC is an advisory business operating out of Minneapolis, MN. It controls $56 billion in assets between its 128,050 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 128,050 client accounts, 27% belong to high-net-worth clients who have more than $1 million in investable assets. Wealth Enhancement Advisory Services, LLC has a number 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 for financial management depend on which services the firm provides the client. Fee types billed by Wealth Enhancement Advisory Services, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
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
M. Scot Lance Work History
M. Scot has been registered as a financial advisor for 1 years.*
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services, LLC
Lpl Financial, LLC
Titus Wealth Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 M. Scot Lance 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
Minneapolis, MN
Minneapolis, MN
Houston, TX
Green Bay, WI
Alpharetta, GA
Minneapolis, MN
Charlotte, NC
Minneapolis, MN
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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