William Lee Bowman
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
29 yearsExperience
3 statesRegistered in
$122.2BFirm assets
24 yearsFirm in business
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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
29 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2026 to now
- Wealth Enhancement GroupJan 2026 to now
- Private Client ServicesOct 2019 to Nov 2020
- Aegis FinancialDec 2016 to Dec 2025
- Non-variable InsuranceSep 2011 to Jun 2019
- Raymond James Financial ServicesJun 2011 to Oct 2019
- Raymond James Financial Services Advisors Inc.Jun 2011 to Oct 2019
- Bowman & Company S.C.Jan 1997 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WI).
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
- 2211641
- Firm CRD
- 116407