John Linge
John Linge is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Orange Park, FL, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
165 Wells Rd, Suite 407, Orange Park, FL, 32073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is involved with Wealth Enhancement Group as a DBA for LPL business and as a registered investment advisor, spending nearly full-time and about half his time respectively. He also owns several real estate rental properties and a business entity for tax/investment purposes, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America Advisors, INC.
Linge Capital Management INC.
Securities America, INC.Broker
Ogilvie Security Advisors CorporationBroker
Mutual Service CorporationBroker
Sunpoint Securities, INC.Broker
Sun Investment Services CompanyBroker
Capital Analysts, IncorporatedBroker
Citicorp Securities Markets, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.