Jacob Madison Babiuk
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, LLCJan 2021 to now
- Wealth Enhancement GroupJan 2021 to now
- Deer Valley GolfApr 2015 to now
- Sva Wealth Management, LLCFeb 2020 to Dec 2020
- Securities America AdvisorsSep 2019 to Dec 2019
- Securities America, Inc.May 2019 to Dec 2019
- Uw-whitewaterJan 2016 to May 2019
- University of Wisconsin-whitewaterMay 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6692829
- Firm CRD
- 116407