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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealth Enhancement Group 2 months, 2 weeks Oct 2019 - Present
Wealth Enhancement Advisory Services 2 months, 2 weeks Oct 2019 - Present
AEPG 2 years, 11 months Nov 2016 - Oct 2019
M Holdings Securities, Inc. 5 years, 6 months Mar 2014 - Sep 2019
Greenberg & Rapp 2 years, 7 months Mar 2014 - Oct 2016
Muntz Financial 1 year, 3 months Nov 2012 - Feb 2014
Fesnak and Associates 7 months Feb 2012 - Sep 2012
Villanova University 7 months May 2011 - Dec 2011
Town Sports International 2 months, 4 weeks Feb 2011 - May 2011
Wellness Today! 7 months Oct 2010 - May 2011
Platoon Fitness 6 months Sep 2010 - Mar 2011
Abercrombie and Fitch 5 months Apr 2010 - Sep 2010
Signature Captive Solutions 6 months Aug 2009 - Feb 2010
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Christoph V. Holland?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 2, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Dec 2, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wealth Enhancement Advisory Services, LLC

Last updated on Oct. 7, 2019
    • $8.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 38K
      Accounts
    • $220.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Other
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