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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® and Series 66-registered financial advisor with Wealth Enhancement Advisory Services, LLC, based in Midland, MI. He has three years of industry experience, including prior roles at Cambridge Investment Research Advisors and The Dow Chemical Company. Outside of his advisory work, he serves as secretary for Holy Cross Lutheran Church and treasurer for the Valley Lutheran High School Foundation in Saginaw, MI. Wealth Enhancement Advisory Services offers comprehensive financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified, risk-class based investment approach that combines passive and active managers with oversight from an internal Investment Committee.
Nora S
Series 66
Midland, MI
Wealth Enhancement Advisory Services, LLC
Nora Strait is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at firms including LPL Financial, Gavin Financial Group, Raymond James Financial Services, Bank of America, and Merrill Lynch. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes 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 research, and offers a range of financial planning and asset management services.
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.
Michael G
CFP®, Series 63
Midland, MI
Wealth Enhancement Advisory Services, LLC
Michael Gavin is a CFP® with 29 years of industry experience, currently serving as an advisor at Wealth Enhancement Advisory Services, LLC. He previously worked at Raymond James Financial Services Advisors Inc. for 13 years and operated his own firms, Gavin and Associates, LLC and Gavin Financial Group. Outside of his advisory work, he is co-owner and manager of Gavin Aviation, LLC. 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 offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
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