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RIA / WealthAdvisor41 years in industry

Darryl Arthur Nelson

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

HOUSTON, TX | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:7d7b2e3f-bfcb-18dc-8dec-a3e81ceb29c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 11, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 16, 1984
First registration: Feb 11, 2002
Dual registered: no
IAPD individual key: 1319877

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jun 10, 2024	n/a	yes	HOUSTON, TX\|PLYMOUTH, MN	Current employment
THE FINANCIAL ADVISORY GROUP, LLC	Former SEC adviser	Oct 4, 2007	Jun 21, 2024	no	HOUSTON, TX	Previous registration
NELSON ASSET MANAGEMENT, INC.	n/a	Jun 29, 2006	Oct 3, 2007	no	HOUSTON, TX	Previous registration
GREENBOOK INVESTMENT MANAGEMENT, INC.	n/a	Oct 4, 2004	Apr 12, 2006	no	HOUSTON, TX	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Aug 23, 2004	Dec 31, 2004	no	HOUSTON, TX	Previous registration
XELAN FINANCIAL PLANNING, INC.	n/a	Jan 13, 2003	Jul 26, 2004	no	HOUSTON, TX	Previous registration
XELAN INVESTMENT SERVICES, INC.	n/a	Feb 11, 2002	Jan 15, 2003	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE FINANCIAL ADVISORY GROUP, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Jun 21, 2024	Jun 10, 2024	-11	Firm change	RIA to RIA
NELSON ASSET MANAGEMENT, INC.	THE FINANCIAL ADVISORY GROUP, LLC	Oct 3, 2007	Oct 4, 2007	1	Firm change	Other
GREENBOOK INVESTMENT MANAGEMENT, INC.	NELSON ASSET MANAGEMENT, INC.	Apr 12, 2006	Jun 29, 2006	78	Firm change	Other
XELAN FINANCIAL PLANNING, INC.	GREENBOOK INVESTMENT MANAGEMENT, INC.	Dec 31, 2004	Oct 4, 2004	-88	Firm change after gap	Other
XELAN INVESTMENT SERVICES, INC.	XELAN FINANCIAL PLANNING, INC.	Jan 15, 2003	Jan 13, 2003	-2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109558:116407:TX:2024-06-21	Jun 21, 2024	Jun 10, 2024	HOUSTON, TX	Firm change

Relationships

Registered with (6)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 10, 2024 to presentfactForm ADV
→ THE FINANCIAL ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Oct 4, 2007 to Jun 21, 2024factForm ADV
→ NELSON ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 29, 2006 to Oct 3, 2007factForm ADV
→ GREENBOOK INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 4, 2004 to Apr 12, 2006factForm ADV
→ XELAN FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Aug 23, 2004 to Dec 31, 2004factForm ADV
→ XELAN INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Feb 11, 2002 to Jan 15, 2003factForm ADV

Dated events

Occurred
Jun 21, 2024
Advisor changed firm
Darryl Arthur Nelson left The Financial Advisory Group, Llc for Wealth Enhancement Advisory Services, Llc (registered 2024-06-10)
Form ADVobserved 6 days ago