Adam Michael Mark
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
17 yearsExperience
3 statesRegistered 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
17 years in the industry.
- Wealth Enhancement Advisory Services, LLCNov 2023 to now
- Wealth Enhancement Brokerage ServicesNov 2023 to now
- Wealth Enhancement GroupNov 2023 to now
- LPL Financial LLCNov 2023 to Jun 2025
- American Portfolios Financial Services, Inc.Sep 2009 to Nov 2023
- Wealth Management GroupJun 2008 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, 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
- 5565839
- Firm CRD
- 116407