Casey
Tinius

Wealth Enhancement Advisory Services, LLC

CRD#6147140
Investment Advisor
in Bowling Green, KY

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About this Advisor

Casey Tinius is a financial advisor based in Bowling Green, Kentucky, working with Wealth Enhancement Advisory Services, LLC. Casey has previously held positions at Landmark Financial Advisors, LLC, Larson Financial Group, Wealth Enhancement Group, and Wealth Enhancement Advisory Services. Casey has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Casey is part of Wealth Enhancement Advisory Services, LLC, which operates out of Bowling Green, Kentucky. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1131 Fairview Ave Suite 203
Bowling Green, KY 42103

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

KY Average: $5,289,111,388
Total Number of Accounts

154,394

KY Average: 8,262
Average Account Size

$466,499

KY Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Casey Tinius Work History

2024 - Present (0 year)

Wealth Enhancement Group

2024 - Present (0 year)

Wealth Enhancement Advisory Services

2015 - Present (9 years)

Landmark Financial Advisors, LLC

2012 - 2015 (3 years)

Larson Financial Group

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Disclosures

Please visit the SEC profile of Casey Tinius to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Ariel Da Silva
Minneapolis, MN
Colby Feane
Minneapolis, MN
Eric Grafnitz
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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