Brian
Dudley

Wealth Enhancement Advisory Services, LLC

CRD#5157859
Investment Advisor
in Burlington, MA

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About this Advisor

Brian Dudley is a certified financial planner based out of Burlington, Massachusetts with a total of 1 year of industry experience. Dudley is an employee of Wealth Enhancement Advisory Services, LLC. Over the course of their career, Dudley has held roles at Santander Securities LLC, Lpl Financial, LLC, Pinnacle Private Wealth, LLC, Triad Advisors, LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services and Wealth Enhancement Group. Dudley has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Wealth Enhancement Advisory Services, LLC is a financial advisory business that has its headquarters in Minneapolis, MN. It has $56 billion in assets under management among its 128,050 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 128,050 accounts, 27% are held by high-net-worth clients who have at least $1 million in assets. The business provides a wide assortment 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. Financial advisory fees vary depending on the type of financial services provided. However, fee types charged by Wealth Enhancement Advisory Services, LLC likely include 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

200 Summit Dr Suite 420
Burlington, MA 01803

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

MA Average: 8,262
Average Account Size

$440,396

MA 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

Brian Dudley Work History

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

2022 - Present (2 years)

Lpl Financial, LLC

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2022 - Present (2 years)

Wealth Enhancement Group

2018 - 2022 (4 years)

Triad Advisors, LLC

2016 - 2018 (2 years)

Lpl Financial, LLC

2016 - 2022 (6 years)

Pinnacle Private Wealth, LLC

2012 - 2016 (4 years)

Santander Securities 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 Brian Dudley 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

Myra Natter
Minneapolis, MN
Cindy Hyde
Minneapolis, MN
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI
Kevin Saylor
Alpharetta, GA
Reginald Hunnicutt
Minneapolis, MN
Emily Reidenouer
Charlotte, NC
Brian Lomax
Goshen, NY

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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