Samantha Schnurr
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2025 to now
- Wealth Enhancement GroupJan 2025 to now
- Sincerus Advisory, LLCMar 2024 to Dec 2024
- Fintrust Capital Advisors, LLCJun 2021 to Mar 2024
- Walker's Coffee and PubAug 2020 to Jun 2021
- Galecki Financial ManagementApr 2018 to Aug 2020
- Biaggi's Ristorante ItalianoAug 2017 to Apr 2018
- Old Crown Coffee RoastersJul 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7320032
- Firm CRD
- 116407