Teresa Lockbaum
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
18 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
18 years in the industry.
- Wealth Enhancement Advisory Services, LLCDec 2022 to now
- Wealth Enhancement Brokerage ServicesDec 2022 to now
- Wealth Enhancement GroupDec 2022 to now
- LPL Financial LLCDec 2022 to Jun 2025
- Purshe Kaplan Sterling InvestmentsJun 2021 to Dec 2022
- Thrivent Advisor Network d/b/a Landmark WealthMay 2021 to Dec 2022
- Thrivent FinancialNov 2019 to Jun 2021
- Thrivent Investment Management IncOct 2019 to Jun 2021
- LtcgFeb 2016 to Nov 2016
- HomemakerOct 2007 to Oct 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
- 7171532
- Firm CRD
- 116407