Peter Charles Jelacic

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 09/2018
  Sva Plumb Wealth Management, Llc
  Madison, WI
• 09/2018 → 12/2020
  Sva Plumb Wealth Management, Llc
  Brookfield, WI
• 01/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MI

Previous Registrations

• 2012-01-04 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
  Brookfield, WI
• 2010-03-10 → 2012-01-04
  Sva Wealth Management, Inc.
  Brookfield, WI
  Madison, WI
• 2009-10-19 → 2010-02-10
  Next Generation Wealth Management, Inc.
  Milwaukee, WI
• 2004-11-24 → 2009-03-30
  Capital Investment Services Of America Inc
  Milwaukee, WI

Other Businesses

Wealth Enhancement Group DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-27
• S63 Uniform Securities Agent State Law Examination
  1988-06-06

Designations

• Certified Financial Planner