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Alyssa Zuck

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
9 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business

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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

9 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCApr 2024 to now
  2. Wealth Enhancement Brokerage ServicesApr 2024 to now
  3. Wealth Enhancement GroupApr 2024 to now
  4. LPL Financial LLCApr 2024 to Jun 2025
  5. Northwestern Mutual Investment Services LLCSep 2023 to Apr 2024
  6. Northwestern Mutual Wealth Management CompanySep 2023 to Apr 2024
  7. Scott RoyalAug 2023 to Apr 2024
  8. Sovereign Financial Group, Inc.Jan 2022 to Jul 2023
  9. Cetera Advisor NetworksJul 2018 to Jan 2022
  10. Cwm, LLCJun 2018 to Jan 2022
  11. Merrill LynchJul 2017 to Jun 2018
  12. Edward JonesMar 2017 to Jul 2017
  13. SenegenceJan 2017 to Feb 2017
  14. Fidelity Brokerage Services LLCJan 2016 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2018

State registrations

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

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
6000054
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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