Christopher
Trainor

Wealth Enhancement Advisory Services, LLC

CRD#2715563
Investment Advisor
in Iselin, NJ

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About this Advisor

Christopher Trainor is a certified financial planner based in Iselin, New Jersey. Trainor currently works for Wealth Enhancement Advisory Services, LLC. Trainor has gained experience at Raymond James Financial Services, Inc, Trainor Resources LLC, Raymond James Financial Services Advisors Inc, Burke Financial Strategies Inc, Wealth Enhancement Brokeragse Services, Lpl Financial LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Trainor holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to operate in New Jersey and Texas. Wealth Enhancement Advisory Services, LLC is an advisory firm operating out of Minneapolis, MN. It has $56 billion in assets between its 128,050 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 128,050 accounts, 27% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm 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 advice typically are based on the financial services offered. Fees charged by Wealth Enhancement Advisory Services, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 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

101 Wood Ave S 6Th Floor
Iselin, NJ 08830

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

NJ Average: 8,262
Average Account Size

$440,396

NJ 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

Christopher Trainor Work History

Christopher has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Wealth Enhancement Brokeragse Services

2023 - Present (1 year)

Lpl Financial LLC

2023 - Present (1 year)

Wealth Enhancement Group

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2014 - 2022 (8 years)

Raymond James Financial Services, Inc

2014 - 2014 (< 1 year)

Raymond James Financial Services, Inc

2014 - 2022 (8 years)

Raymond James Financial Services Advisors Inc

2014 - 2022 (8 years)

Burke Financial Strategies Inc

2011 - 2014 (3 years)

Trainor Resources 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 Christopher Trainor 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

William Buhr
Itasca, IL
Samuel Zito
Minneapolis, MN
Chloe Briel
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Kevin Saylor
Alpharetta, GA
Devin Hanson
Saint Helena, CA
Cindy Hyde
Minneapolis, MN
Katy Chase
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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