CT
CFP
CT
CFP

Chason Trahan

9 Years of Experience
Plymouth, MN
BrokerSells Insurance

Chason Trahan is a CFP-designated registered investment advisor, based in Plymouth, MN, with 9 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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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.

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Other Business ActivitiesSells Insurance

Chason operates under the DBAs Wealth Enhancement Group and Wealth Enhancement Advisory Services LLC, providing investment advisory services. He also engages in non-variable insurance sales, dedicating minimal time to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2022 - Present · 4 yrs 8 mos
Wealth Enhancement Advisory Services, LLC
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
November 2021 - June 2025 · 3 yrs 7 mos
Carroll Financial Associates INC
April 2017 - December 2021 · 4 yrs 8 mos
Cetera Advisor Networks LLCBroker
March 2017 - December 2021 · 4 yrs 9 mos
State Registrations26 states
ALCACOFLGAIAILINKSKYMAMIMONCNMNVNYOHPARISCTNTXVAVTWA
AdvisorBrokerBoth

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.