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CFP
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CFP

Daniel Stolfa

Wealth Enhancement Advisory Services, LLC
15 Years of Experience
Lakeville, MN
View SEC Summary
View SEC Summary

Daniel Stolfa is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Lakeville, MN, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Lakeville, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
June 2026 - Present · 4 mos
Previous Registrations
Centura Wealth Advisory
October 2024 - June 2026 · 1 yr 8 mos
Stiles Financial Services, INC.
November 2016 - August 2018 · 1 yr 9 mos
Cambridge Investment Research Advisors, INC.
November 2016 - August 2018 · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
November 2016 - August 2018 · 1 yr 9 mos
Msi Financial Services, INC.Broker
August 2015 - November 2016 · 1 yr 3 mos
Msi Financial Services, INC.
August 2015 - November 2016 · 1 yr 3 mos
Investors Financial Group
February 2015 - September 2015 · 7 mos
LPL Financial LLCBroker
February 2015 - September 2015 · 7 mos
LPL Financial LLC
September 2013 - December 2014 · 1 yr 3 mos
LPL Financial LLCBroker
August 2013 - December 2014 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2006 - September 2013 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - September 2013 · 7 yrs 3 mos
Piper Jaffray & CO.
April 2005 - June 2006 · 1 yr 2 mos
Piper Jaffray & CO.Broker
October 2004 - June 2006 · 1 yr 8 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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