Itasca, IL Office
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Wealth Enhancement Advisory Services, LLC
Enterprise
Firm-wide stats for Wealth Enhancement Advisory Services, LLC
About
Wealth Enhancement Advisory Services (WEAS) provides financial planning, discretionary and non‑discretionary asset management, retirement‑plan consulting, and referrals to separate managed account investment managers for individuals, high‑net‑worth clients, corporations and retirement plans. The firm operates at scale—managing over $122 billion in regulatory AUM through a large advisor network and multiple program options including wrap, ETF‑focused, institutional, and model‑based solutions.
WEAS’s investment process emphasizes diversified, risk‑class based allocations that blend passive and active managers and employ quantitative, momentum, and fundamental analysis; portfolio construction and rebalancing are overseen by an internal Investment Committee. The firm also offers a range of implementation tools and services—including held‑away account management via the Pontera platform, sub‑advisory SMA access, asset‑location services, and model portfolios—while noting that model and third‑party providers are evaluated for cost, tax efficiency, and manager due diligence.
Compared with many large enterprises, WEAS discloses several uncommon features and inter‑firm arrangements in its brochure: it documents transitional billing practices for clients transferred from predecessor advisers and, unusually for firms of its size, advertises predecessor performance; it also delegates operational and TAMP functions to an affiliate (Advisory Solutions Group) and relies on multiple affiliated services such as NorthCrest sub‑advice, an affiliated trust company (WETS), and a tax/consulting affiliate. The brochure further highlights potential conflicts tied to advisor equity ownership, model‑provider fee markups, and referral arrangements with custodians and third‑party platforms—matters the firm discloses as part of its compliance and client‑disclosure practices.
Expertise
Occupation focus
Demographic focus
Location
100 Pierce Rd, Suite 105
Itasca IL 60143
Advisors at this office
10
Advisors at this office
Adria S
ChFC®, Series 66
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Adria Siewert is a ChFC® and Series 66 credentialed advisor with 18 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliated entities since 2013, and previously worked at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a structured rebalancing process.
Connor S
CFP®, Series 65
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Connor Simios is a CFP® and Series 65-licensed advisor with Wealth Enhancement Advisory Services, LLC. He has six years of industry experience, including prior roles at Vermillion Financial Advisors and Willow Creek Community Church. He joined Wealth Enhancement Advisory Services in 2025. 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 specialized retirement consulting through a network of advisors, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Christopher H
CFP®, CFA®, Series 66
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Christopher Hill is a CFP® and CFA® with nine years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial, LaSalle Investment Management Distributors, LLC, and Invesco. 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 and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.
Kevin M
CFP®, ChFC®, Series 63, Series 65
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Kevin Meehan is a financial advisor at Wealth Enhancement Advisory Services, LLC with over 41 years of industry experience. He holds the CFP® and ChFC® designations and has been associated with Wealth Enhancement Advisory Services and related entities since 2013. Outside of his advisory role, Meehan is involved in real estate through DHC Realty LLC. 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 emphasizes diversified, risk-class based investment strategies blending passive and active management overseen by an internal Investment Committee.
William B
CFA®, Series 63, Series 65
Itasca, IL
Wealth Enhancement Advisory Services, LLC
William Buhr is a CFA® charterholder with 13 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at JPMorgan Chase Bank NA, J.P. Morgan Securities LLC, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting through a combination of passive and active investment strategies overseen by an internal Investment Committee.
Nicholas C
CFP®
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Nicholas Costa is a CFP® professional with two years of industry experience. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and previously worked at Vermillion Financial Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment process combining passive and active managers with quantitative, momentum, and fundamental analysis.
Kevin Z
CFP®, Series 63, Series 66
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Kevin Zasada is a CFP® professional with nine years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His career includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Fisher Investments, and Merrill. Wealth Enhancement Advisory Services (WEAS) offers 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 and employs a diversified investment process that blends passive and active managers, overseen by an internal Investment Committee.
Todd D
CFP®, Series 63, Series 65
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Todd Diven is a CFP®-credentialed financial advisor with Wealth Enhancement Advisory Services, LLC, bringing 26 years of industry experience. He has been with Wealth Enhancement since 2013 and also operates a CPA practice focused on basic tax preparation. 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 that blends passive and active strategies overseen by an internal Investment Committee.
Tarah S
ChFC®
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.
Ryan S
Series 65
Itasca, IL
Wealth Enhancement Advisory Services, LLC
Ryan Swiatek is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has three years of industry experience, having previously worked at FourStar Wealth Advisors, Brookstone Capital Management, and Independent Financial Resources. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to 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, risk-class based investment approach that blends passive and active management, overseen by an internal Investment Committee.
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