Levi Ryan Broersma
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
14 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
14 years in the industry.
- Wealth Enhancement Advisory Services, LLCFeb 2024 to now
- Wealth Enhancement Brokerage ServicesFeb 2024 to now
- Wealth Enhancement GroupNov 2023 to now
- Tokyo Grill SteakhouseMar 2016 to now
- LPL Financial LLCAug 2023 to Jun 2025
- Ch RobinsonJun 2021 to Aug 2023
- Electro-sensors, Inc.Sep 2020 to Jan 2021
- Bethel UniversitySep 2018 to May 2021
- Ridgewater Community CollegeAug 2016 to May 2018
- Hutchinson Public SchoolsSep 2012 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7794602
- Firm CRD
- 116407