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RIA / WealthAdvisorCertified Financial Planner21 years in industry

Daniel Paul Stolfa

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

LAKEVILLE, MN | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:ef3da267-0a51-624f-50ab-ea037a5b357c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Apr 26, 2005 to Sep 15, 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: Oct 21, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 21, 2004
First registration: Apr 26, 2005
Dual registered: no
IAPD individual key: 4850355

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 29, 2026	n/a	yes	PLYMOUTH, MN\|LAKEVILLE, MN	Current employment
CENTURA WEALTH ADVISORY	Independent wealth	Oct 7, 2024	Jun 26, 2026	no	SAN DIEGO, CA\|LAKEVILLE, MN	Previous registration
STILES FINANCIAL SERVICES, INC.	Independent wealth	Nov 3, 2016	Aug 24, 2018	no	EDINA, MN	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 2, 2016	Aug 24, 2018	no	Edina, MN	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Aug 28, 2015	Nov 2, 2016	no	MINNETONKA, MN	Previous registration
INVESTORS FINANCIAL GROUP	Former SEC adviser	Feb 13, 2015	Sep 2, 2015	no	PLYMOUTH, MN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 3, 2013	Dec 11, 2014	no	ST. PAUL PARK, MN\|WEST ST. PAUL, MN\|APPLE VALLEY, MN\|WAYZATA, MN\|SAN DIEGO, CA\|WAYZATA, MN\|EDEN PRAIRIE, MN\|WEST ST. PAUL, MN\|WAYZATA, MN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 16, 2006	Sep 3, 2013	no	WAYZATA, MN\|NEW YORK, NY\|WAYZATA, MN\|WAYZATA, MN	Previous registration
PIPER SANDLER & CO.	Institutional manager	Apr 26, 2005	Jun 23, 2006	no	WAYZATA, MN\|WAYZATA, MN	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
CENTURA WEALTH ADVISORY	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Jun 26, 2026	Jun 29, 2026	3	Firm change	RIA to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	STILES FINANCIAL SERVICES, INC.	Aug 24, 2018	Nov 3, 2016	-659	Firm change after gap	Other
STILES FINANCIAL SERVICES, INC.	CENTURA WEALTH ADVISORY	Aug 24, 2018	Oct 7, 2024	2,236	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 2, 2016	Nov 2, 2016	0	Firm change	Other
INVESTORS FINANCIAL GROUP	MSI FINANCIAL SERVICES, INC.	Sep 2, 2015	Aug 28, 2015	-5	Firm change	Other
LPL FINANCIAL LLC	INVESTORS FINANCIAL GROUP	Dec 11, 2014	Feb 13, 2015	64	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Sep 3, 2013	Sep 3, 2013	0	Firm change	Other
PIPER SANDLER & CO.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 23, 2006	Jun 16, 2006	-7	Firm change	Other

Relationships

Registered with (9)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 29, 2026 to presentfactForm ADV
→ CENTURA WEALTH ADVISORYRegistered adviserregistration: previous registration
Oct 7, 2024 to Jun 26, 2026factForm ADV
→ STILES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 3, 2016 to Aug 24, 2018factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 2, 2016 to Aug 24, 2018factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 28, 2015 to Nov 2, 2016factForm ADV
→ INVESTORS FINANCIAL GROUPRegistered adviserregistration: previous registration
Feb 13, 2015 to Sep 2, 2015factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 3, 2013 to Dec 11, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 16, 2006 to Sep 3, 2013factForm ADV
→ PIPER SANDLER & CO.Registered adviserregistration: previous registration
Apr 26, 2005 to Jun 23, 2006factForm ADV

Dated events

Occurred
Jun 26, 2026
Advisor changed firm
Daniel Paul Stolfa left Centura Wealth Advisory for Wealth Enhancement Advisory Services, Llc (registered 2026-06-29)
Form ADVobserved 6 days ago