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Griffin Kasemeyer

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 yearsExperience
2 statesRegistered 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.

  1. Wealth Enhancement Advisory Services, LLCOct 2022 to now
  2. Wealth Enhancement Brokerage ServicesMay 2022 to now
  3. Wealth Enhancement GroupMay 2022 to now
  4. LPL Financial LLCMay 2022 to Aug 2024
  5. T.Rowe PriceJul 2021 to Apr 2022
  6. Maryland Medical SocietyMar 2021 to Jul 2021
  7. Downtown Locker RoomAug 2020 to Feb 2021
  8. Let's MoveMay 2018 to Aug 2018
  9. University of South CarolinaAug 2017 to May 2021
  10. Atholton High SchoolAug 2013 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (MD, NC).

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
7416063
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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