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Jared K
CFP®, Series 66
Tampa, FL
Wealth Enhancement Advisory Services, LLC
Jared Knowles is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. His prior experience includes roles at LPL Financial and Triad Advisors. He is also the owner of CF Thumbs Up LLC, a business unrelated to investment advisory. 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 approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.
Timothy O
Series 65
Tampa, FL
Wealth Enhancement Advisory Services, LLC
Timothy O Brien is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and 27 years of industry experience. His prior roles include positions at SVA Plumb Wealth Management, LLC and Wisconsin Capital Management, LLC. Outside of his advisory work, he serves as an elected trustee for the Village of Maple Bluff and holds board positions with SVA Certified Public Accountants and Diversified Services of Wisconsin, as well as the Madison College Foundation. 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 approach combining passive and active management, supported by an internal Investment Committee and research that integrates quantitative and fundamental analysis.
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