Advisor at wealth Enhancement Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
wealth Enhancement Advisory Services, LLC
Location
Green Bay, WI 54311
Credentials
Series 66
Industry experience
1 year
Mason Schauer is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement, he worked at Ameriprise and has a diverse background including roles outside finance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers comprehensive financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Based on wealth Enhancement Advisory Services, LLC
Flat fees from $250 to $50,000 for financial planning and consulting services
$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually
Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product
Hourly fees up to $600 per hour for financial consulting/planning services
Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000
3071 Voyager Dr, Suite A
Green Bay, WI 54311
Wisconsin
Wealth Enhancement Brokerage Services
2026 - Present (1 year)
WEALTH ENHANCEMENT ADVISORY SERVICES
2025 - Present (1 year)
Wealth enhancement group
2025 - Present (1 year)
Ameriprise
2023 - 2025 (2 years)
Lee Beverage of Wisconsin
2021 - 2023 (2 years)
Broadway Automotive
2020 - 2021 (1 year)
University of Wisconsin-Eau Claire
2020 - 2023 (3 years)
Menards
2020 - 2020 (1 year)
Festival Foods
2019 - 2019 (1 year)
West De Pere School District
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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CFA®, Series 66
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