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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Felshaw is a financial advisor with over 10 years of experience in the industry. Brian is a Certified Financial Planner and has worked with a number of firms including Morgan Stanley and Waterfront Financial Management, LLC. Brian is currently registered with Wealth Enhancement Advisory Services, LLC as an investment advisor representative. Brian is a licensed advisor in Washington and has worked with a variety of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Brian specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
02/03/2025 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WA
04/06/2017 - 02/13/2019
MORGAN STANLEY (FEDERAL WAY WA)
BOTH
Issued 05/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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