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Jeremy S
CFP®, Series 63, Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Jeremy Shafer is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked for Huntington Private Bank for ten years. Outside of advisory work, he manages the finances of a rental property. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and specialized consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Kyle J
CFP®, Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Kyle Jahnke is a CFP® professional with four years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Prior to joining Wealth Enhancement, he worked at Cambridge Investment Research Advisors, Inc. and The Dow Chemical Company. Outside of his advisory work, Jahnke serves as secretary for Holy Cross Lutheran Church and treasurer for the Valley Lutheran High School Foundation, both volunteer roles in his community. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.
Nora S
Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Nora Strait is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. She has held roles at multiple firms including Merrill Lynch, Raymond James Financial Services, and Bank of America. 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 through a large advisor network and employs a diversified investment approach blending passive and active management overseen by an internal Investment Committee.
Leanne K
Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Leanne Kovach is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously with firms including Raymond James Financial Services Advisors, Gavin Financial Group, and Edward Jones. Kovach is based in Midland, MI. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and access to separate 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 investment process combining passive and active strategies overseen by an internal Investment Committee.
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