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Lynne Celia

Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC

Vienna, VACRD #5394136Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Lynne Celia is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Vienna, VA, where they have been registered since 2025. They have worked in the securities industry since 2011 and have been registered with 6 firms, including Nationwide Investment Advisors, LLC and Citigroup Global Markets Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Virginia.

Office

8000 Towers Crescent Dr, 13th Floor, Offices 1322,1323, 1324, 1325
Vienna, VA 22182

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/28/2008
SIE
Securities Industry Essentials Examination
Passed 9/24/2018
Series 7
General Securities Representative Examination
Passed 9/24/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealth Enhancement Advisory Services, LLCCurrent
2/3/2025 – Vienna, VA
Nationwide Investment Advisors, LLC
11/20/2020 – 1/27/2025Columbus, OH
Citigroup Global Markets Inc.
3/13/2017 – 9/24/2018Arlington, VA
MML Investors Services, LLC
3/24/2015 – 5/10/2016Fairfax, VA
Eagle Strategies LLC
1/22/2013 – 10/30/2014Vienna, VA
Wells Fargo Advisors, LLC
4/29/2008 – 11/19/2012Arlington, VA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Massmutual
    Oct 2014 – Mar 2017Fairfax, VA
  2. MML Investors Services
    Mar 2015 – Mar 2017Fairfax, VA
  3. Citigroup
    Mar 2017 – Aug 2018Arlington, VA
  4. Wealth Enhancement Group
    Jan 2025 – no end date reportedVienna, VA
  5. Wealth Enhancement Advisory Services
    Jan 2025 – no end date reportedVienna, VA
  6. Nationwide
    Aug 2020 – Jan 2025Arlington, VA
  7. Ingomu
    Sep 2018 – Jul 2020Falls Church, VA

Official records & sources

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

About Wealth Enhancement Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • $999,999 or less1.50%
  • $1,000,000–$2,000,0001.25%
  • Over $2,000,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementRetirement Income PlanningInvestment ManagementTax StrategiesEstate PlanningFinancial PlanningRisk ManagementInsuranceTrust ServicesTax PreparationBusiness Owner Consulting+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
976
Offices listed on AdvisorFinder:
26
Main office:
Plymouth, MN
SEC file number:
801-60749

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 20, 2026

View full firm profile

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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. Lynne Celia 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Lynne Celia (Wealth Enhancement Advisory Services)