Colby Loomis Feane
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2021 to now
- Wealth Ehnancement Advisory ServicesNov 2021 to now
- Wealth Enhancement GroupNov 2021 to now
- Qci Asset Management, Inc.Aug 2020 to Nov 2021
- Armbruster Capital Management, Inc.Aug 2018 to Aug 2020
- Manning & Napier Advisors, LLCJun 2014 to Aug 2018
- Manning & Napier Investor Services, Inc.Jun 2014 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4894357
- Firm CRD
- 116407