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Brian S
CFP®, Series 63
Bend, OR
Wealth Enhancement Advisory Services, LLC
Brian Stallcop is a CFP® professional with 24 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He previously worked at Investor's Financial Advisory Network, LLC, Sherpa Wealth Strategies, LLC, and LPL Financial. Outside of his advisory role, he is involved in life, fixed, disability, and long-term insurance sales. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee and various implementation tools.
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