David Keel
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
ChFC®Designation
$122.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Wealth Enhancement Advisory Services, LLCApr 2022 to now
- Wealth Enhancement GroupApr 2022 to now
- Breiter Capital Management, Inc.Dec 2017 to Apr 2022
- Independent Portfolio Consultants, Inc.Nov 2012 to Dec 2017
- Managed Account Services, LLCNov 2012 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1682509
- Firm CRD
- 116407