Lori Ann Porcelli-plescia
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
19 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$122.2BFirm assets
Are you Lori Ann Porcelli-plescia? 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
19 years in the industry.
- Wealth Enhancement Advisory Services, LLCMay 2025 to now
- Wealth Enhancement GroupMay 2025 to now
- Cbiz, Inc.Nov 2024 to now
- Bwtp P.C.Jan 2014 to now
- Marcum Wealth, LLCApr 2022 to May 2025
- Marcum, LLPApr 2022 to Oct 2024
- Mason Road Wealth Advisors, LLCJul 2007 to Apr 2022
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 5409054
- Firm CRD
- 116407