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Daniel Stampf

Chief Product Officer at Wealth Enhancement Advisory Services

Investment adviser and broker registrationsLaguna Niguel, CASEC record checked 17 October 2026

25
Years in the industry
3
Years at the firm
4
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Daniel Stampf is Chief Product Officer of Wealth Enhancement Advisory Services, LLC, a Plymouth investment adviser managing $122B. Daniel Stampf has been registered through Wealth Enhancement Advisory Services since 2 October 2023, has 25 years in the industry across 4 firms and has passed 6 licensing exams.

Role at Wealth Enhancement Advisory Services

Title on Schedule A
Chief Product Officer
Control
Daniel Stampf is a control person of Wealth Enhancement Advisory Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Daniel Stampf has held the filed role since March 2025.

The firm

Wealth Enhancement Advisory Services, LLC
Plymouth, MN

Form ADV filed 20 August 2026

$122B AUM85,001 clients850 advisers204 offices

Career on record

Daniel Stampf has been registered through Wealth Enhancement Advisory Services since October 2023, and before that through Empower Advisory Group, LLC, Personal Capital Advisors Corporation and Fisher Investments.

Firms and exams, newest first
  1. Wealth Enhancement Advisory Services, LLCCurrent
    – present · 3 years
    Laguna Niguel, CA · Adviser representative · Firm CRD 116407
  2. Passed Series 7TO, Series 63 and Series 24 · 2023
  3. Empower Advisory Group, LLC
    – · under a year
    Laguna Niguel, CA · Adviser representative · Firm CRD 112058
  4. Personal Capital Advisors Corporation
    – · 11 years
    Redwood City, CA · Adviser representative · Firm CRD 155172
  5. Fisher Investments
    – · 7 years
    Woodside, CA · Adviser representative · Firm CRD 107342
  6. Passed Series 65 · 2005
  7. Passed Series 7 · 2000
  8. Passed Series 6 · 1998

Registrations and exams

Daniel Stampf has a current investment-adviser registration in California and has passed 6 qualifying exams.

California2 October 2023
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6327 April 2023
Name
Uniform Securities Agent State Law Examination
Series 6515 July 2005
Name
Uniform Investment Adviser Law Examination
Series 2423 June 2023
Name
General Securities Principal Examination
Series 7TO27 March 2023
Name
General Securities Representative Examination
Series 723 August 2000
Name
General Securities Representative Examination
Series 614 August 1998
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Daniel Thomas Stampf
CRD
3046148
Firm
Wealth Enhancement Advisory Services, LLC
Registration status
Investment adviser and broker registrations
Office
Laguna Niguel, CA
Firm bio
wealthenhancement.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Wealth Enhancement’s biography identifies Dan Stampf as chief product officer and says he leads the firm’s centralized client solutions and product strategy. It lists a B.S. in business administration and finance from San Jose State University. Official firm biography

Education

Common questions

Where does Daniel Stampf work?

Daniel Stampf has been Chief Product Officer of Wealth Enhancement Advisory Services, LLC since March 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 August 2026

Is Daniel Stampf a financial advisor?

Yes. Daniel Stampf has a current investment-adviser registration in California, through Wealth Enhancement Advisory Services since October 2023, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Daniel Stampf have?

Daniel Stampf has worked in the financial industry for 25 years as of 17 October 2026, counted from 16 February 2001, across 4 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Daniel Stampf passed?

Daniel Stampf has passed 6 licensing exams: the Series 6, Series 7, Series 65, Series 7TO, Series 63 and Series 24. The earliest, the Series 6, was passed in August 1998.

Source: IAPD individual record, checked 17 October 2026

Where did Daniel Stampf work before Wealth Enhancement Advisory Services?

Before Wealth Enhancement Advisory Services, Daniel Stampf was registered through Empower Advisory Group, LLC, April 2023 to August 2023; Personal Capital Advisors Corporation, August 2012 to April 2023; Fisher Investments, August 2005 to August 2012.

Source: IAPD individual record, checked 17 October 2026

Where is Daniel Stampf based?

Daniel Stampf’s registered office is in Laguna Niguel, CA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Wealth Enhancement Advisory Services

Sources

  1. IAPD individual record, CRD 3046148. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Wealth Enhancement Advisory Services, LLC, filed 20 August 2026. Title, control and ownership bands.
  3. Wealth Enhancement Advisory Services team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Daniel Stampf or Wealth Enhancement Advisory Services, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.