North Liberty, IA Office

Team
Updated today

Client AUM

$111,601,546,975

Clients

80,986

Advisors

7

Of 1,001 advisors across 317 offices

Location

1210 Jordan St, Suite 3

North Liberty IA 52317

Advisors at this office

7

Advisors at this office

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Aaron R

CFP®, Series 66

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Aaron Robertson is a CFP® professional with 16 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He previously worked at Hawkins Wealth Management and LPL Financial. Outside of his advisory role, he serves as treasurer for the Hawkeye Wrestling Club and is involved in several small business partnerships, including a batting cage business and a nutritional products distributorship. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

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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Christopher H

CFP®, Series 66

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Christopher Harris is a CFP® with 19 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Hawkins Wealth Management and Thrivent Investment Management Inc. He holds the Series 66 designation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management guided 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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Brent H

Series 65

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Brent Hawkins is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 10 years of industry experience. His prior roles include positions at LPL Financial and managing Hawkins Wealth Management. He serves as co-treasurer and board chairperson for local Ronald McDonald House charities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal 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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Angela Z

CFP®, Series 65

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Angela Zimmerman is a CFP® and holds a Series 65 license with eight years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having previously been with TRH Financial LLC dba Hawkins Wealth Management for nine years. Outside of her advisory role, she serves on the board and finance committee of The Arc and is president of the Scanlon Farms Homeowners Association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting using a strategic allocation approach that combines passive and active management, supported by quantitative and fundamental research.

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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Timothy I

Series 65, Series 63

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Timothy Insko is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Hawkins Wealth Management and Stockviews Ltd. 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 managers, 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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Madison K

Series 65

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Madison Kiersch is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of experience. She holds a Series 65 credential and has worked in a variety of roles including at Mercy Hospital and the University of Iowa. Outside of finance, she is involved with Basta Pizzeria Ristorante. Wealth Enhancement Advisory Services provides financial planning, asset management, and consulting services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

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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Angela R

Series 65

North Liberty, IA

Wealth Enhancement Advisory Services, LLC

Angela Rummel is a financial advisor at Wealth Enhancement Advisory Services, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked at Hawkins Wealth Management for seven years before joining Wealth Enhancement Group in 2022. Angela also maintains a role as a financial advisor specializing in fixed insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a broad mix of clients including 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 approach that combines passive and active management with quantitative and fundamental research.

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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