Matthew William Benz
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
Are you Matthew William Benz? 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCMar 2025 to now
- Wealth Enhancement GroupMar 2025 to now
- The Mather Group, LLCMay 2019 to Feb 2025
- Doyle Wealth Management, Inc.Apr 2017 to May 2019
- Bancwest Investment ServicesMay 2015 to Mar 2017
- Bank of the WestMay 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5467399
- Firm CRD
- 116407