Jacob Michael Heins
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
9 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$122.2BFirm assets
Are you Jacob Michael Heins? Claim your profile
Contact this firm
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.
- Wealth Enhancement Advisory Services, LLCFeb 2022 to now
- Wealth Enhancement Brokerage ServicesFeb 2022 to now
- Wealth Enhancement GroupFeb 2022 to now
- LPLFeb 2022 to Jun 2025
- Ameriprise Financial Services IncAug 2019 to Feb 2022
- Monona BankJan 2019 to Aug 2019
- University of Wisconsin Colleges RegistrarFeb 2018 to May 2019
- Uw - MadisonSep 2017 to Feb 2018
- Palatine Park DistrictJun 2017 to Sep 2017
- William Rainey Harper CollegeJul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MA, MN, NH).
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
- 7167425
- Firm CRD
- 116407