Isaac Barthelmess
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCApr 2024 to now
- Wealth Enhancement Brokerage ServicesApr 2024 to now
- Wealth Enhancement GroupDec 2021 to now
- LPL Financial LLCNov 2021 to Jun 2025
- Chad Babcock State Farm Insurance AgencySep 2020 to Oct 2021
- Riddell All-americanSep 2018 to Aug 2020
- UnemployedMay 2018 to Aug 2018
- Impact NetworkingApr 2018 to Apr 2018
- StarcomFeb 2018 to Mar 2018
- Northwestern UniversityJan 2018 to Jan 2018
- Lake Forest CollegeJan 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6631796
- Firm CRD
- 116407