Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
28yrs
Ben Putman
Financial advisor at Wealth Enhancement Advisory Services
Ben Putman has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Irvine, California. After less than a year at Empirical Wealth Management and 11 years at Independent Financial Group, Ben joined Wealth Enhancement Advisory Services in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Ben holds the CFP® designation.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 19% by experience in Irvine
Office9911 Irvine Center Dr Suite 100, Irvine, CA 92618
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- Nov 2017 – Feb 2018Empirical Wealth ManagementPreviously
- 2007 – 2017Independent Financial Group, LLCPreviously
- 2005 – 2025Spectrum Wealth Management, LLCPreviously
- 2002 – 2005Pacific Park Financial, Inc.Previously
- Sep 2002 – Nov 2003Sentra Securities CorporationPreviously
Contact Ben
(763) 417-1700Firm headquarters in Plymouth, MN. Ask for Ben. 9911 Irvine Center Dr Suite 100Irvine, CA 92618Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask Ben
Tailored to Ben’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ben
How do I contact Ben?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Ben Putman. Ben works from the Irvine, CA office.
How long has Ben been a financial advisor?
Ben has been in the industry since 1999, about 28 years. Top 19% by experience in Irvine.
What licenses does Ben hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ben a fiduciary?
Ben is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ben paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ben for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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