Lucas Sopchak
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2026 to now
- Wealth Enhancement Brokerage ServicesFeb 2026 to now
- Wealth Enhancement GroupNov 2025 to now
- UnemployedJul 2025 to Nov 2025
- Amped FitnessJun 2025 to Jul 2025
- UnemployedMay 2025 to Jun 2025
- Alliance Financial GroupSep 2024 to May 2025
- Estero Country ClubApr 2023 to Sep 2024
- Florida Gulf Coast UniversityAug 2021 to May 2025
- CulversJul 2019 to Dec 2022
- EducationFeb 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7987492
- Firm CRD
- 116407