William Gerald Friebel
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
22 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2024 to now
- Wealth Enhancement GroupJun 2024 to now
- Starfox Financial Services, LLCMar 2017 to Jun 2024
- Bank of America, N.A.Jul 2011 to Mar 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2004 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4817154
- Firm CRD
- 116407