user avatar

Nicolas Michael Anthony Boyd

Advisor at Wealth Enhancement Advisory Services, LLC — Washington, MO

Updated today

Credentials

Series 66

Experience

9 years

Location

Washington, MO 63090

Wealth Enhancement Advisory Services, LLC logo

Wealth Enhancement Advisory Services, LLC

Enterprise

Total advisors

1,001

Across 317 offices

Clients per advisor

81 High

Avg AUM per client

$1,378,035 Very High

HNW client ratio

34% High

About

Nicolas Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Ameritas Investment Company, Ameritas Advisory Services, and TFB Advisors, LLC. Outside of his advisory work, he is involved with Tax Favored Benefits, providing retirement plan and financial advisory services, including insurance products for qualified clients. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans by offering financial planning, asset management, and retirement-plan consulting. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active management with oversight from 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)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Washington, MO

21 A W 3rd St

Washington MO 63090

Advisors at this office

1

Most active in

Kansas · Missouri

Work history

9 years of industry experience

Wealth Enhancement Brokerage Services

2026 - Present • 1 year

Washington, MO

WEALTH ENHANCEMENT ADVISORY SERVICES

2026 - Present • 1 year

Washington, MO

Wealth enhancement group

2026 - Present • 1 year

Washington, MO

TFB Advisors, LLC

2022 - 2026 • 4 years

Overland Park, KS

Ameritas Advisory Services, LLC

2021 - 2023 • 2 years

Lincoln, NE

Ameritas Investment Company, LLC

2016 - 2026 • 10 years

Lincoln, NE

Tax Favored Benefits

2016 - 2026 • 10 years

Beaufort, MO

Ameritas Life Insurance Corp

2016 - 2026 • 10 years

Lincoln, NE

Disclosures

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

Business activities & affiliations

user avatar

Christopher A

CFA®, Series 66

Marthasville, MO

1035 Capital Management LLC

Christopher Abbott is a CFA® charterholder and Series 66 licensed advisor with six years of industry experience. He has worked at Argent Capital Management and currently leads 1035 Capital Management LLC. Abbott also serves as an adjunct professor at Lindenwood University and owns DL Financial, a firm providing back-office support for financial advisors. 1035 Capital Management LLC is an independent registered investment adviser managing approximately $5.1 million for individuals, high-net-worth clients, family offices, and institutional clients. The firm employs a combination of bottom-up fundamental analysis, macro/sector and technical inputs, and proprietary tools across specialized strategies including small-cap equity, preferred securities, and commodity trend following.

Active portfolio management Concentrated stock management
user avatar

Kevin L

CFP®, Series 63

Washington, MO

Lang & Becker, Inc.

Kevin Lang is a CFP® professional with over 31 years of experience in financial advising. He has been with Lang & Becker, Inc. since 2006 and previously worked at Triad Advisors, LLC. In addition to his advisory role, he operates a CPA firm specializing in tax planning, preparation, and estate planning. Lang & Becker serves individual and business clients, managing approximately $98.8 million across 69 accounts. The firm offers personalized investment advisory and financial planning services, utilizing the Osaic Wealth Management platform and combining advisory services with in-house tax and accounting expertise.

Concentrated stock management Options & derivatives strategies
user avatar

Annmarie H

Series 63, Series 66

Washington, MO

Wealth Management Advisors, Inc.

Annmarie Hoerr is a financial advisor with Wealth Management Advisors, Inc. in Washington, Missouri, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wealth Management Advisors in 2020, she worked at Sagepoint Financial in various roles from 2011 to 2019. Outside of her advisory work, she participates actively in local community organizations, including the Washington Optimist Club and Women With Purpose. Wealth Management Advisors, Inc. provides portfolio management, financial planning, and investment advice to individuals, trusts, estates, charitable organizations, corporations, and closely held businesses. The firm uses third-party advisory platforms and independent managers to deliver primarily non-discretionary advice, combining fundamental and technical analysis across a range of investment strategies.

Annuities General tax planning Retirement income strategy Wealth management
user avatar

Kolby L

Series 63, Series 66

Washington, MO

Lang & Becker, Inc.

Kolby Lang is a financial advisor with Lang & Becker, Inc. in Washington, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Citigroup and TDAmeritrade. Lang & Becker serves individual clients, including high net worth individuals, and businesses by providing personalized investment advisory and financial planning services. The firm manages approximately $98.8 million across about 69 accounts, utilizing the Osaic Wealth Management platform and a range of strategies from mutual funds to higher-risk investments for qualified clients.

Concentrated stock management Options & derivatives strategies
user avatar

John M

Series 63, Series 65

Labadie, MO

Vicus Capital, Inc.

John Mazzola is a financial advisor with Vicus Capital, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Vicus Capital since 2010 and concurrently at Cetera Wealth Services, LLC since 2013, as well as West County Financial Services & Insura since 1992. Outside of his advisory roles, Mazzola serves as president of the Stonebrook Village Homeowners Association and as a board trustee for the Wilkinson Place Homeowners Association. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis across various strategies and provides ERISA fiduciary consulting alongside a range of advisory services.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments Religious/faith focused
user avatar

Larry B

Series 63, Series 65

Washington, MO

Cornerstone Wealth Management, LLC

Larry Bridwell is a financial advisor with Cornerstone Wealth Management, LLC in Washington, MO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cornerstone Wealth Management and LPL Financial since 2018 and was previously with Lincoln Financial Distributors from 2012 to 2018. Bridwell is also involved with Captain Asset Management LLC, a business entity used for tax and investment purposes. Cornerstone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations by providing asset management, financial planning, and retirement consulting. The firm employs a multi-brand model and leverages LPL platform programs and technology to deliver tailored investment advice focused on continuous account supervision, asset allocation, and a mix of fundamental, quantitative, and qualitative analysis.

Charitable giving & philanthropy Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")