Financial advisor
Jessica Crandall
At Wealth Enhancement · Lacey, WA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Weinand Financial | Weinand Financial | Wealth Enhancement | Acquisition | August 18, 2026 | $644M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Investment adviser | August 17, 2026 | Current |
| WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC | Broker-dealer | August 17, 2026 | Current |
| EMPOWER ADVISORY GROUP, LLC | Investment adviser | May 21, 2026 | July 27, 2026 |
| EMPOWER FINANCIAL SERVICES, INC. | Broker-dealer | May 21, 2026 | July 27, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Investment adviser | August 14, 2025 | January 5, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | Broker-dealer | August 14, 2025 | January 5, 2026 |
| WEINAND FINANCIAL, INC. | Investment adviser | December 22, 2023 | July 18, 2025 |
| LPL FINANCIAL LLC | Investment adviser | April 12, 2021 | December 22, 2023 |
| LPL FINANCIAL LLC | Broker-dealer | April 1, 2021 | December 22, 2023 |
| KMS FINANCIAL SERVICES, INC. | Broker-dealer | July 3, 2020 | September 1, 2020 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.