David
Demeuse
Wealth Enhancement Advisory Services, LLC
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About this Advisor
David Demeuse is a financial advisor based in Green Bay, Wisconsin, working with Wealth Enhancement Advisory Services, LLC. David has previously held positions at Linsco / Private Ledger Corp, Summit Planning Group LLC, Wealth Enhancement Advisory Services, and Wealth Enhancement Group. David has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, David is part of Wealth Enhancement Advisory Services, LLC, which operates out of Green Bay, Wisconsin. 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
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
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
David Demeuse Work History
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Summit Planning Group LLC
Summit Planning Group LLC
Linsco / Private Ledger Corp
Disclosures
Please visit the SEC profile of David Demeuse 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
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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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