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.

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

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Jul 1, 2013

First registration

Jul 1, 2013

Dual registered

no

Other names

Jimmy Bassett

IAPD individual key

6160744

• Occurred

  Jul 23, 2024
  Advisor changed firm

  James Walter Bassett left Altfest Personal Wealth Management for Wealth Enhancement Advisory Services, Llc (registered 2025-03-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8163da62-e80a-cd66-88c0-e3fdb58c6211

First observed

Jul 1, 2013

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.