Chason
Trahan
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Chason Trahan is a certified financial planner operating out of Minneapolis, Minnesota who has 2 years of relevant experience. Trahan is an employee of Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Cetera Advisor Neworks LLC, Carroll Financial, Dixon Wells, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services LLC and Wealth Enhancement Brokerage Services. Trahan maintains a Series 63 license, certifying them as a securities representative, and is approved to operate in North Carolina and Texas. Wealth Enhancement Advisory Services, LLC is a business operating out of Minneapolis, MN. It oversees $56 billion in assets between its 128,050 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets. Wealth Enhancement Advisory Services, LLC performs a number 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. A financial advisor's fee schedules typically are based on the financial services provided. Fee types billed by Wealth Enhancement Advisory Services, LLC most likely are comprised of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$56,392,714,492
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
128,050
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$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
Chason Trahan Work History
Chason has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Wealth Enhancement Group
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Brokerage Services
Cetera Advisor Neworks LLC
Carroll Financial
Dixon Wells
*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 Chason Trahan 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
Green Bay, WI
Minneapolis, MN
Alpharetta, GA
Walnut Creek, CA
Minneapolis, MN
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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