Scott B. Wirtz

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

• 10/2013 → 09/2017
  Lpl Financial Llc
  Reinbeck, IA
• 10/2013 → 09/2017
  Lincoln Savings Bank
  Reinbeck, IA
• 09/2017 → 12/2025
  L.M. Kohn & Company
  Cincinnati, OH
• 09/2017 → 12/2025
  Financial Designs Wealth Advisors
  Cedar Falls, IA
• 12/2025 → Present
  Wealth Enhancement Group
  Cedar Falls, IA
• 12/2025 → Present
  Wealth Enhancement Advisory Services
  Cedar Falls, IA
• 12/2025 → Present
  Wealth Enhancement Brokerage Services
  Cedar Falls, IA

Previous Registrations

• 2017-09-15 → 2025-12-09
  L.M. Kohn & Company
  Cincinnati, OH
  Cedar Falls, IA
  Cincinnati, OH
  Cincinnati, OH
• 2013-10-30 → 2017-10-03
  Lpl Financial Llc
  Reinbeck, IA
  Lincol, IA
  Garwin, IA
  Hudson, IA
  Clive, IA
  Waterloo, IA
• 2006-03-22 → 2013-04-29
  M Holdings Securities, Inc.
  Waterloo, IA
  Waterloo, IA

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - CEDAR FALLS, IA. PROVIDE INVESTMENT ADVICE FOR A FEE. 120 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2006-03-09
• S63 Uniform Securities Agent State Law Examination
  2002-03-01

Designations

• Certified Financial Planner