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Jessica A
Series 66
Thousand Oaks, CA
Wealth Enhancement Advisory Services, LLC
Jessica Anseth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at WCG Wealth Advisors, Cornerstone Wealth Management, LPL Financial, and Bank of America. She provides investment advisory services through Wealth Enhancement Group, an independent registered investment advisor. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.
David R
Series 66
Cleveland, OH
Wealth Enhancement Advisory Services, LLC
David Rome is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Aurum Wealth Management Group LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental analysis, and offers a range of financial planning, asset management, and specialized consulting services.
Shelley A
CFP®, Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Shelley Austin is a CFP® with 12 years of experience in the financial services industry. She is currently an advisor at Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Quarry Hill Advisors, LPL Financial, and Summit Planning Group. Austin is also a licensed notary in Saint Paul, MN. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using a diversified investment approach that blends passive and active managers and is overseen by an internal Investment Committee.
Ryan S
Series 65
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Ryan Swiatek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has three years of industry experience, having previously worked at FourStar Wealth Advisors, Brookstone Capital Management, and Independent Financial Resources. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach that blends passive and active management, overseen by an internal Investment Committee.
Scott B
Series 63, Series 65
Boise, ID
Wealth Enhancement Advisory Services, LLC
Scott Brassey is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Burroughs Hutchinson/Selway Asset Management from 1998 to 2025. 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 financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.
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