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Overview

Services

Advisor Services

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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 1 month, 1 week Oct 2019 - Present
Wealth Enhancement Advisory Services 1 month, 1 week Oct 2019 - Present
AEPG Wealth Strategies 2 years, 10 months Dec 2016 - Oct 2019
Bank of America, N.A. 2 months Oct 2016 - Dec 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated 12 years, 7 months May 2004 - Dec 2016
Merrill Lynch, Pierce, Fenner & Smith Incorporatednew York, Ny 12 years, 7 months May 2004 - Dec 2016
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Gary M Quinzel?
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Designations & Memberships

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 31, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 31, 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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