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Ann DELARY Blakey

Ann D. Blakey

Some features on this profile are disabled
CRD#: 4365377
Ann DELARY Blakey

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ann DELARY Blakey, CFP®, who also goes by Ann Delary Blakey, was a registered financial professional .

Ann is a previously registered financial professional and started their career in finance in 2019. Ann had worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

Business Owners
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Women's Financial Planning Issues

Biography

Financial planning is the perfect intersection for Ann’s interests, education and experience. She has previous background in television and media, analyzing issues from opposing perspectives, as well as from solid financial fundamentals. She loves working closely with clients to identify their specific goals and objectives. Ann joined Wealth Enhancement Group in 2023 through the Washington Wealth Advisors acquisition. She supports the financial planning process for clients to keep them on their path and offer options when uncertainties arise. She earned a CFP® designation so that she can provide independent financial advice to her clients, especially women. Ann earned an undergraduate degree from Williams College and MBA from Yale University. She regularly volunteers as a member of the Virginia Medical Reserve Corps, at the Arlington Food Assistance Center, and as a member of the board for the Safe Routes Partnership. She likes to hike, ski and read.

Question & Answer

What are your service offerings?
Retirement Planning
Education Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases

Ann Delary Blakey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Past

February 16, 2023 - October 2, 2023

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
FALLS CHURCH, VA
Past

February 27, 2019 - March 10, 2023

WASHINGTON WEALTH ADVISORS, LLC

RIA
CRD#: 155978
FALLS CHURCH, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA
Registered Investment Advisory firm - (12/21/2001 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2019
Uniform Investment Adviser Law Examination

Current Firm

WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA
Registered Investment Advisory firm - (12/21/2001 Approved)
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Contact information

Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
1,230

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEAS ADV PART 2A APPENDIX 1 (11/13/2025)
WEAS ADV PART 2A (11/13/2025)

Regulatory assets under management

Total Number of Accounts186,400
AUM (Assets Under Management)$ 94,632,028,506

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/20/2024
Cover Page
Report
03/05/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Financial AdvisorCRD#: 116407

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