Advisors at this firm
Ryan P
CFP®, Series 66
Winter Garden, FL
wealth Enhancement Advisory Services, LLC
Ryan Paul is a CFP® with 13 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC since 2016. His prior experience includes roles at Morgan Stanley from 2014 to 2016. Outside of his advisory work, he is involved in tax preparation and accounting activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Benjamin G
CFP®, Series 66
Rock Hill, SC
wealth Enhancement Advisory Services, LLC
Benjamin Ganson is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial and Cetera Advisor Networks. Outside of his advisory role, he serves as a pastor at Vineyard Church of Rock Hill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting with an investment approach that combines strategic allocation, passive and active managers, and both quantitative and fundamental research.
Jerod E
Series 63, Series 66
Plymouth, MN
wealth Enhancement Advisory Services, LLC
Jerod Ewing is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Financial, TIAA-CREF, and Scottrade. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized consulting and management services.
Stephen S
CFP®, Series 63, Series 66
Lee's Summit, MO
wealth Enhancement Advisory Services, LLC
Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.
Brian D
CFP®, Series 66
Burlington, MA
wealth Enhancement Advisory Services, LLC
Brian Dudley is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has held previous roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of advisory work, he is a public notary and owns a separate business entity for tax and investment purposes. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.
Damien C
CFP®, ChFC®, Series 63, Series 65
Walnut Creek, CA
wealth Enhancement Advisory Services, LLC
Damien Couture is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Walnut Creek Wealth Management, Cetera Advisor Networks LLC, and Jbc Financial Group, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management across multiple asset classes.
Gabriel C
Series 66
Delray Beach, FL
wealth Enhancement Advisory Services, LLC
Gabriel Christensen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Valmark Securities, MassMutual Life Insurance, and Atlantic Golf Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Nicholas F
Series 65
Madison, WI
wealth Enhancement Advisory Services, LLC
Nicholas Fink is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Everlight Solar and American Marine, as well as experience in education at Middleton High School and the University of Wisconsin-La Crosse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.
Paul D
CFA®, Series 63, Series 65
Summit, NJ
wealth Enhancement Advisory Services, LLC
Paul De Sisto is a CFA® charterholder with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at M&R Capital Management Inc for 12 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and retirement consulting services.
Robert S
CFP®, Series 66
Bayside, WI
wealth Enhancement Advisory Services, LLC
Robert Schneider is a CFP® and holds a Series 66 license with 22 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Johnson Bank, Johnson Wealth Inc., and Cleary Gull Inc. He is based in Bayside, WI. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment managers guided by an internal Investment Committee.
Kathryn H
Series 63, Series 65
Plymouth, MN
wealth Enhancement Advisory Services, LLC
Kathryn Hauck is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior experience includes roles at LPL Financial and State Farm. Outside of her advisory work, she is a certified yoga instructor. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by quantitative and fundamental analysis.
Konrad K
CFP®, CFA®, Series 66
Huntington Beach, CA
wealth Enhancement Advisory Services, LLC
Konrad Karwowski is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having previously worked at Mercer Global Advisors Inc., Better Mortgage Inc., and E*TRADE Capital Management LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
Colleen J
CFP®
Madison, WI
wealth Enhancement Advisory Services, LLC
Colleen Johnson is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC since 2021. She has prior experience with SVA Wealth Management, Johnson Wealth Inc., and Johnson Bank, where she held roles focused on wealth management and relationship management. Outside of her advisory role, she is licensed for insurance product sales and makes insurance referrals as appropriate. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
Brett C
CFP®, Series 65
Madison, WI
wealth Enhancement Advisory Services, LLC
Brett Christensen is a CFP® with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent seven years at SVA Plumb Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement plan consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.
Jennifer T
CFP®
New York, NY
wealth Enhancement Advisory Services, LLC
Jennifer Tse is a CFP® professional with four years of industry experience. She is currently affiliated with Wealth Enhancement Advisory Services, LLC and has prior experience at Wealthstream Advisors, Inc. and Evercore Wealth Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.