Financial advisor
Brian Stallcop
At Wealth Enhancement · Bend, OR
Registered as Brian Kirby Stallcop
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Sherpa Wealth Strategies | Sherpa | Wealth Enhancement | Acquisition | May 7, 2026 | $108M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Investment adviser | May 1, 2026 | Current |
| WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC | Broker-dealer | May 1, 2026 | Current |
| INVESTOR FAN | Investment adviser | August 1, 2024 | July 2, 2026 |
| SHERPA WEALTH STRATEGIES, LLC | Investment adviser | January 4, 2024 | August 6, 2024 |
| SHERPA WEALTH STRATEGIES, LLC | Investment adviser | March 5, 2013 | December 31, 2022 |
| LPL FINANCIAL LLC | Investment adviser | April 21, 2011 | August 5, 2024 |
| LPL FINANCIAL LLC | Broker-dealer | April 21, 2011 | August 5, 2024 |
| EDWARD JONES | Investment adviser | August 15, 2007 | April 26, 2011 |
| EDWARD JONES | Broker-dealer | September 25, 2001 | April 26, 2011 |
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.