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David Lewis Mace

Advisor at Wealth Enhancement Advisory Services, LLC — Smith Center, KS

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Credentials

CFP®, Series 63

Experience

5 years

Location

Smith Center, KS

Wealth Enhancement Advisory Services, LLC logo

Wealth Enhancement Advisory Services, LLC

Enterprise

Total advisors

1,006

Across 315 offices

Clients per advisor

81 High

Avg AUM per client

$1,378,035 Very High

HNW client ratio

34% High

About

David Mace is a CFP® professional with five years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at First National Bank of Hutchinson and The Peoples Bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a blend of passive and active investment strategies overseen by an internal Investment Committee.

Client services

Based on Wealth Enhancement Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Erisa 3(38) investment manager

Expertise

Based on Wealth Enhancement Advisory Services, LLC

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Wealth Enhancement Advisory Services, LLC

Executive Founder/Business Owner Retired

Demographic focus

Based on Wealth Enhancement Advisory Services, LLC

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Fixed

Flat fees from $250 to $50,000 for financial planning and consulting services

Percentage

$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually

Commissions

Hybrid advisors may earn commissions on securities sold through brokerage accounts; commissions vary by product

Project-based

Hourly fees up to $600 per hour for financial consulting/planning services

Other

Minimum fee: Minimum annual fees may apply, for example, $40 to $65 minimum annual per account platform fees; minimum annual fee may be waived at WEAS's discretion Fee-only: Financial planning fees up to $25,000; hourly fees up to $600 per hour; flat fees from $250 to $50,000

Location

See office

Smith Center, KS

Smith Center KS

Advisors at this office

1

Most active in

Kansas

Work history

5 years of industry experience

WEALTH ENHANCEMENT ADVISORY SERVICES

2023 - Present • 3 years

Smith Center, KS

Wealth Enhancement Group

2023 - Present • 3 years

Smith Center, KS

UnEmployed

2023 - 2023 • 1 year

Smith Center, KS

First National Bank of Hutchinson

2021 - 2023 • 2 years

Hutchinson, KS

The Peoples Bank

2008 - 2021 • 13 years

Smith Center, KS

Cetera Investment Services Llc

2006 - 2008 • 2 years

Phillipsburg, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Keagan R

Series 66

Smith Center, KS

Edward Jones

Keagan Rietzke is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2020 and has a total of two years of industry experience. Prior to joining Edward Jones, he held roles at Regenrus, LLC, Lyon County State Bank, and The Buckle. Outside of advisory work, he is a partial owner of Rietz Products, LLC, a company involved in the development and sale of a patented product for underground telecom applications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Educators, Teachers, and Academics

Morgan B

CFP®, Series 66

Smith Center, KS

Edward Jones

Morgan Bienhoff is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, Bienhoff is involved in managing commercial real estate and farming operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and tax-efficient services. The firm is notable for its large network of advisors and branches, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Business ownership considerations Business succession planning Family Business Multi-generational wealth transfer Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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