Darryl
Nelson

Wealth Enhancement Advisory Services, LLC

CRD#1319877
Investment Advisor
in Houston, TX

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About this Advisor

Darryl Nelson is a financial advisor based in Houston, Texas, working with Wealth Enhancement Advisory Services, LLC. Darryl has previously held positions at The Financial Advisory Group, Inc, Wealth Enhancement Group, and Wealth Enhancement Advisory Services. Darryl has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Darryl is part of Wealth Enhancement Advisory Services, LLC, which operates out of Houston, Texas. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

5599 San Felipe Suite 900
Houston, TX 77056

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

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

154,394

TX Average: 8,262
Average Account Size

$466,499

TX 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

Darryl Nelson Work History

2024 - Present (0 year)

Wealth Enhancement Group

2024 - Present (0 year)

Wealth Enhancement Advisory Services

2007 - Present (17 years)

The Financial Advisory Group, Inc

Disclosures

Please visit the SEC profile of Darryl Nelson 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

Kendra Baranko
Minneapolis, MN
Ariel Da Silva
Minneapolis, MN
Colby Feane
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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