Katy Chase
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2021 to now
- Wealth Enhancement Advisory Group, LLCJul 2021 to now
- Wealth Enhancement Brokerage ServicesJul 2021 to now
- Wealth Enhancement GroupJul 2021 to now
- LPL Financial, LLCJun 2021 to Jun 2025
- Lighthouse Financial Advisors d/b/a Lighthouse Wealth ManagementJul 2015 to Jun 2021
- First Allied Securities, IncJun 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6152219
- Firm CRD
- 116407