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Brian Kirby Stallcop

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Bend, ORCRD #4434646Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
13 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
ArizonaCaliforniaHawaiiIdahoMarylandMassachusettsNew HampshireNew JerseyNew MexicoOregonPennsylvaniaVirginiaWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/27/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/24/2001
Series 24
General Securities Principal Examination
Passed 6/17/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$999,999 or less1.50%
$1,000,000–$2,000,0001.25%
Over $2,000,0001.00%
Source

Wealth Enhancement Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCurrent
5/1/2026Bend, OR
INVESTOR FAN
8/1/20247/2/2026Bend, OR
SHERPA WEALTH STRATEGIES, LLC
1/4/20248/6/2024Bend, OR
LPL FINANCIAL LLC
4/21/20118/5/2024Bend, OR
SHERPA WEALTH STRATEGIES, LLC
3/5/201312/31/2022Bend, OR
EDWARD JONES
8/15/20074/26/2011Bend, OR

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Kirby Stallcop has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brian Kirby Stallcop - Financial Advisor in Bend, OR | AdvisorFinder