Marsha
Lephew
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Marsha Lephew is a certified financial planner, chartered financial consultant and personal financial specialist working out of Rock Hill, South Carolina who has 2 years of industry experience. Lephew works at Wealth Enhancement Advisory Services, LLC. During their career, Lephew has held roles at Marsha G. Lephew, Cpa, Pc, Lephew Financial Services, Inc, Knoble, Lephew & Associates, Llp, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Carroll Financial Associates Inc. Lephew maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in South Carolina and Texas. Wealth Enhancement Advisory Services, LLC is a firm headquartered in Minneapolis, MN. It controls $56 billion in assets under management between its 128,050 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely vary depending on the type of financial services offered. Fees billed by Wealth Enhancement Advisory Services, LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
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
Marsha Lephew Work History
Marsha has been registered as a financial advisor for 2 years.*
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Carroll Financial Associates Inc
Knoble, Lephew & Associates, Llp
Lephew Financial Services, Inc
Marsha G. Lephew, Cpa, Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marsha Lephew 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
Saint Helena, CA
Minneapolis, MN
Denver, CO
Brentwood, TN
Alpharetta, GA
Minneapolis, MN
Houston, TX
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
