Andrew Metzler
Andrew Metzler is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Overland Park, KS, with 14 years of industry experience. Andrew 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
7500 College Blvd, Suite 650, Overland Park, KS, 66210
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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
Andrew is involved with Brier Payne Meade (BPM) Insurance, selling property/casualty insurance and providing sales and support. He also works with Tax Favored Benefits, Inc. as a Financial Advisor and is an Investment Adviser Representative for TFB Advisors, LLC, dedicating about half of his time to each of the first two and about 10-20% of his time to the last.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Tfb Advisors, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations6 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.