VC
CFP
VC
CFP

Vincenzo Cimino

34 Years of Experience
Clinton, WI
BrokerSells Insurance

Vincenzo Cimino is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Clinton, WI, with 34 years of industry experience. Vincenzo 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

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.

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Location

308A Ogden Ave, Clinton, WI, 53525

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Vincenzo is involved in several business activities, including real estate rentals through Roscoe Partners LLC and Cimino Property Management LLC. He also provides investment advisory services through Wealth Enhancement Advisory Services, taking about half of his time, and engages in non-variable insurance activities through Wealth Enhancement Group, dedicating minimal time.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
May 2018 - Present · 8 yrs
Previous Registrations
Cimino Wealth Advisors
January 2016 - December 2016 · 11 mos
LPL Financial LLCBroker
August 1995 - June 2025 · 29 yrs 10 mos
Royal Alliance Associates, INC.Broker
August 1993 - August 1995 · 2 yrs
American Express Financial Advisors INC.Broker
August 1992 - August 1993 · 1 yr
Ids Life Insurance CompanyBroker
August 1992 - August 1993 · 1 yr
LPL Financial LLC
January 1992 - January 2019 · 27 yrs
State Registrations39 states
ALARAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNHNMNVNYOHORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.