Clinton, WI Office

Team
Updated today

Client AUM

$111,601,546,975

Clients

80,986

Advisors

3

Of 1,001 advisors across 317 offices

Location

308 A Ogden Ave

Clinton WI 53525

Advisors at this office

3

Advisors at this office

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Vincenzo C

CFP®, Series 63

Clinton, WI

Wealth Enhancement Advisory Services, LLC

Vincenzo Cimino is a CFP® with 34 years of experience in the financial industry. He has worked at LPL Financial for 30 years and operated Cimino Wealth Advisors, Inc. before joining Wealth Enhancement Advisory Services, LLC in 2018. He is involved in an investment-related LLC formed with bank board members to acquire and lease back a facility to a bank. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized consulting services.

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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Melissa B

Series 63, Series 66

Clinton, WI

Wealth Enhancement Advisory Services, LLC

Melissa Beaumont is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at LPL Financial and Cimino & Associates before joining Wealth Enhancement in 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation, active and passive management, and incorporates both quantitative and fundamental research, supported 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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Pietro C

CFP®, Series 66

Clinton, WI

Wealth Enhancement Advisory Services, LLC

Pietro Cimino is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial and Morgan Stanley. Outside of his advisory role, he is involved with Cimino & Associates Inc., a home-based business entity for tax and investment purposes. Wealth Enhancement Advisory Services provides financial planning and asset management services to 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 approach that combines passive and active management overseen 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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