Martha Jeanne Awad

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

• 11/2015 → 12/2021
  Cardan Capital Partners, Llc
  Denver, CO
• 12/2021 → Present
  Wealth Enhancement Group
  Denver, CO
• 12/2021 → Present
  Wealth Enhancement Advisory Services
  Denver, CO

Previous Registrations

• 2015-11-06 → 2021-12-12
  Cardan Capital Partners, Llc
  Denver, CO
• 2006-04-21 → 2015-11-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 2003-10-20 → 2006-03-17
  Ubs Financial Services Inc.
  New York, NY

Other Businesses

1. COLLEGE INVEST - INVESTMENT RELATED - 1600 BROADWAY, SUITE 2300, DENVER, CO 80202 - ADVISORY BOARD CHAIR - STARTED 2015 - 5 HOURS SPENT PER QUARTER, 0 HOURS SPENT DURING TRADING HOURS - REVIEW INVESTMENTS/MEET WITH MANAGERS/REVIEW & APPROVE FINANCIAL STATEMENTS & TAX FILINGS. 2. METRO STATE UNIVERSITY OF DENVER FOUNDATION - INVESTMENT RELATED - CAMPUS BOX 14, PO BOX 173362, DENVER, CO 80217 - BOARD MEMBER/TREASURER - STARTED 2014 - 5 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS - STRATEGIC PLANNING, OVERSIGHT, AUDIT INVESTMENT COMMITTEE, FUNDRAISING. 3. ROSE COMMUNITY FOUNDATION - INVESTMENT RELATED - 4500 CHERRY CREEK DRIVE S., SUITE 900, DENVER, CO 80246, INVESTMENT COMMITTEE, BOARD MEMBER CANDIDATE - STARTED 2018 - 5 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS - REVIEW INVESTMENTS, MEET WITH INVESTMENT MANAGER. BOARD MMEBERSHIP WOULD INCUDED STRATEGIC PLANNING & OVERSIGHT.

Exams

• S66 Uniform Combined State Law Examination
  2001-11-13

Designations

• Certified Financial Planner
• Chartered Financial Analyst