John
Ellard

Wealth Enhancement Advisory Services, LLC

CRD#2178698
Investment Advisor
in Atlanta, GA

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About this Advisor

John Ellard is a certified financial planner operating out of Atlanta, Georgia who has 3 years of relevant experience. Ellard is an advisor for Wealth Enhancement Advisory Services, LLC. Throughout their career, they have worked at Veracor Consulting Group, Nfp Securities, Inc, Gv Atlanta, Inc, Joyn Advisors, Inc, Joyn Atlanta, Inc, Wealth Enhancement Advisory Services, Minnesota Life Ins Co, Gv Financial Advisors, Securian Financial Services, Inc and Wealth Enhancement Group. Ellard maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Georgia. Wealth Enhancement Advisory Services, LLC is an advisory company operating out of Minneapolis, MN. It controls $56 billion in assets between its 128,050 accounts, placing it among the largest firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets. Wealth Enhancement Advisory Services, LLC provides 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 for financial management typically depend on which services are provided. However, fee types billed by Wealth Enhancement Advisory Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

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

1100 Abernathy Road Ne Suite 500
Atlanta, GA 30328

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

GA Average: 8,262
Average Account Size

$440,396

GA 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

John Ellard Work History

John has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Wealth Enhancement Advisory Services

2020 - Present (4 years)

Wealth Enhancement Group

2016 - 2020 (4 years)

Joyn Advisors, Inc

2016 - 2020 (4 years)

Joyn Atlanta, Inc

2015 - 2016 (1 year)

Gv Atlanta, Inc

2015 - 2020 (5 years)

Minnesota Life Ins Co

2015 - 2016 (1 year)

Gv Financial Advisors

2015 - 2020 (5 years)

Securian Financial Services, Inc

2005 - 2017 (12 years)

Veracor Consulting Group

2005 - 2015 (10 years)

Nfp Securities, Inc

*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 John Ellard 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

Katy Chase
Minneapolis, MN
William Buhr
Itasca, IL
Gideon Hicks
Green Bay, WI
Angela Breitsprecher
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Bernard Smit
Walnut Creek, CA
Emily Reidenouer
Charlotte, NC
Cindy Hyde
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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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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