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Nicholas Wolejsza

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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

10 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCNov 2025 to now
  2. Wealth Enhancement GroupNov 2025 to now
  3. Fisher Retirement Solutions LLC dba Fisher\smbJul 2024 to Nov 2025
  4. Fisher InvestmentsJan 2019 to Jul 2024
  5. Paychex, Inc.Jun 2018 to Jan 2019
  6. Paychex Securities CorporationJun 2016 to Jan 2019
  7. Paychex Inc.Jun 2016 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
5078092
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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