Nicole Louise Roberts
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 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
13 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2024 to now
- Wealth Enhancement GroupJul 2024 to now
- Young Living Essential OilsApr 2013 to now
- Rh Advisors, LLCAug 2017 to Jun 2024
- United Planners Financial ServicesAug 2017 to Apr 2019
- Byu Management SocietyFeb 2016 to Jul 2017
- Nicole Polatis Insurance AgentSep 2014 to Jun 2024
- Various Insurance Carriers for W&r Insurance AgenciesSep 2014 to Jun 2024
- Waddell & Reed, IncSep 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6025708
- Firm CRD
- 116407