Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

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Location

11 SE 2nd St., Lee'S Summit, MO, 64063

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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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Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
November 2025 - Present · 3 mos
Wise Wealth, LLC
March 2025 - Present · 11 mos
Previous Registrations
Wise Wealth, LLC
December 2011 - March 2013 · 1 yr 3 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.