Scott B. Wirtz
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
Are you Scott B. Wirtz? Claim your profile
Contact this firm
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
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCDec 2025 to now
- Wealth Enhancement Brokerage ServicesDec 2025 to now
- Wealth Enhancement GroupDec 2025 to now
- Financial Designs Wealth AdvisorsSep 2017 to Dec 2025
- L.M. Kohn & CompanySep 2017 to Dec 2025
- Lincoln Savings BankOct 2013 to Sep 2017
- LPL Financial LLCOct 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4485981
- Firm CRD
- 116407