Denis
Curcio
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Denis Curcio is a certified financial planner operating in Charlotte, North Carolina who has 2 years of relevant experience. Curcio is an employee of Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Carroll Financial Associates, Inc, Cetera Advisor Networks LLC, Reliance Trust Company, Wealth Enhancement Advisory Services LLC, Wealth Enhancement Brokerage Services, Lpl Financial LLC and Wealth Enhancement Group. Curcio maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Louisiana, North Carolina, South Carolina and Texas. Wealth Enhancement Advisory Services, LLC is an advisory company operating out of Minneapolis, MN. It controls $56 billion in total assets among its 128,050 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm performs 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 charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Wealth Enhancement Advisory Services, LLC likely include some blend 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
$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
Denis Curcio Work History
Denis has been registered as a financial advisor for 2 years.*
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Brokerage Services
Lpl Financial LLC
Wealth Enhancement Group
Cetera Advisor Networks LLC
Carroll Financial Associates, Inc
Cetera Advisor Networks LLC
Reliance Trust Company
Carroll Financial Associates, 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 Denis Curcio 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
Saint Helena, CA
Alpharetta, GA
Jacksonville, FL
Charlotte, NC
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.
