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Griffin K

Series 63, Series 65

Charlotte, NC

Wealth Enhancement Advisory Services, LLC

Griffin Kasemeyer is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial and T. Rowe Price. Kasemeyer provides administrative support to Wealth Enhancement Advisory Services in addition to his advisory role. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Lance D

Series 66

Charlotte, NC

Wealth Enhancement Advisory Services, LLC

Lance Dunlap is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and bringing 10 years of industry experience. His previous roles include eight years at TIAA-CREF and a year at Wells Fargo Advisors. Wealth Enhancement Advisory Services offers 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 combines passive and active strategies, supervised by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Austin L

CFP®, Series 63, Series 65

Charlotte, NC

Wealth Enhancement Advisory Services, LLC

Austin Lewis is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at The Vanguard Group and AssetMark Financial Holdings. Lewis is a co-founder and managing partner of SouthPark Family Tax, LLC, a firm providing seasonal income tax preparation services in Charlotte, NC. Wealth Enhancement Advisory Services offers 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 and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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