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

Dec 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 21, 2014

First registration

Sep 15, 2020

Dual registered

no

IAPD individual key

6167970

• Occurred

  Jun 24, 2024
  Advisor changed firm

  Daniel Thomas Goodman left Sierra Pacific Private Wealth, Llc for Wealth Enhancement Advisory Services, Llc (registered 2024-05-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cc673f08-e3fe-06af-c1b2-cd7c37655a74

First observed

Sep 15, 2020

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.