Cody Matthew Thomas
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCApr 2026 to now
- Wealth Enhancement GroupDec 2025 to now
- Sapphire Wealth ManagementJul 2024 to Nov 2025
- ByuDec 2023 to Dec 2025
- Climb Works Keana FarmsFeb 2020 to Dec 2023
- Loveland Living Planet AquariumDec 2019 to Jan 2020
- Alsco UniformsJul 2019 to Oct 2019
- VivintApr 2019 to Jul 2019
- Go Wireless - Verizon Wireless Premium RetailerJan 2019 to Mar 2019
- The Church of Jesus Christ of Latter-day SaintsDec 2017 to Dec 2018
- RileysJun 2017 to Nov 2017
- HighschoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7963783
- Firm CRD
- 116407