Northbrook, IL Techny Rd 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
1432 Techny Rd
Northbrook IL 60062
Advisors at this office
5
Advisors at this office
Joel F
CFP®, Series 65, Series 63
Northbrook, IL
Wealth Enhancement Advisory Services, LLC
Joel Fliegel is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Wealth Enhancement Advisory Services, LLC since 2017, following prior roles including six years at CLA Financial Advisors LLC before its acquisition. Outside of advising, he serves as a Level 1 USA Hockey Official, officiating youth hockey games in the Chicago area, and provides pro bono counseling for families affected by cancer. Wealth Enhancement Advisory Services manages over $122 billion in assets and offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.
Christopher S
CFP®, Series 66
Northbrook, IL
Wealth Enhancement Advisory Services, LLC
Christopher Snyder is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, William Cartwright II, Michael McNally, Ronald Barton, and Waddell & Reed Inc. Snyder also provides fixed insurance services through the Wealth Enhancement Group. 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 retirement plan consulting with an investment approach that combines strategic asset allocation, passive and active management, and integration of third-party models and sub-advisors.
Jacob L
Series 66
Northbrook, IL
Wealth Enhancement Advisory Services, LLC
Jacob Lankford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial and the Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including 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 an internal Investment Committee.
Dustin K
CFP®, Series 66, Series 63
Northbrook, IL
Wealth Enhancement Advisory Services, LLC
Dustin Kriengsak Obhas is a CFP® professional with 19 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has worked at several related firms since 2011, including CLA Financial Advisors, LLC and LPL Financial. 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 employs a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.
Robert P
Series 66
Northbrook, IL
Wealth Enhancement Advisory Services, LLC
Robert Papierniak is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Wealth Enhancement Group. Prior to his financial career, he was employed at Binny's Beverage Depot and Walgreens. 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 offers financial planning, asset management, and specialized consulting through a comprehensive investment process that combines passive and active management guided by an internal Investment Committee.
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