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Austin B
Series 66
Fort Myers, FL
Wealth Enhancement Advisory Services, LLC
Austin Budnack is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and LPL Financial. In addition to his advisory role, he is a commissioned notary in the State of Florida. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.
Perry C
Series 63, Series 65
Fort Myers, FL
Wealth Enhancement Advisory Services, LLC
Perry Curasco is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Clearing. He is based in Fort Myers, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, utilizing a strategic investment process that combines passive and active management supported by an internal Investment Committee.
Lucas S
Series 66
Fort Myers, FL
Wealth Enhancement Advisory Services, LLC
Lucas Sopchak is a financial advisor at Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at Alliance Financial Group and Estero Country Club. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans through a diversified investment approach that blends passive and active management, overseen by an internal Investment Committee. The firm offers a range of investment and implementation services across multiple program options.
Lewis K
Series 63, Series 65
Fort Myers, FL
Wealth Enhancement Advisory Services, LLC
Lewis King is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services and Boyd Global Capital, LLC. King is based in Fort Myers, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research focused on factor premiums.
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