Stephanie Xiaoqian Chang
Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephanie Xiaoqian Chang is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in South San Francisco, CA, where they have been registered since 2021. They have worked in the securities industry since 2017 and have been registered with 4 firms, including Pillar Pacific Capital Management LLC and Strategic Wealth Advisors Group. 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 California.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Waddell & Reed, IncMar 2016 – Nov 2017San Mateo, CA
- Various insurance carriers for W&R insurance agenciesJul 2016 – Nov 2017Foster City, CA
- LPL Financial, LLCNov 2017 – Jun 2019San Mateo, CA
- Strategic Wealth Advisors GroupNov 2017 – Jun 2019San Mateo, CA
- Pillar Pacific Capital ManagementJul 2020 – Jun 2021Pacifica, CA
- Fisher InvestmentNov 2019 – Jul 2020Woodside, CA
- UnemployedJul 2019 – Oct 2019Foster City, CA
- Wealth Ehancement Advisory ServicesJun 2021 – no end date reportedPlymouth, MN
- Wealth Enhancement GroupJun 2021 – no end date reportedPlymouth, MN
Official records & sources
Data as of June 21, 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
- $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.
Client types the firm serves
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 profileOther advisors at Wealth Enhancement Advisory Services, LLC
Showing 12 of 976 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephanie Xiaoqian Chang 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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