RBC Capital Markets
46yrs
Top 1% by experience in Boise
2yrs
Danielle Bugni
Financial advisor at Wealth Enhancement Advisory Services
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office877 W Main St Suite 602, Boise, ID 83702
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- May 2025 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- Jun 2024 – May 2025Selway Asset Management, Inc.Previously
Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Danielle
How do I contact Danielle?
Call Wealth Enhancement Advisory Services at 763-417-1700 and ask for Danielle Bugni. Danielle works from the Boise, ID office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Danielle hold?
No exams are listed on the official record.
Is Danielle a fiduciary?
Danielle is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Danielle 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 Danielle for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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