Katherine Mary Keppel

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

• 01/2016 → 02/2026
  The H Group, Inc.
  Portland, OR
• 03/2026 → Present
  Wealth Enhancement Group
  Salem, OR
• 03/2026 → Present
  Wealth Enhancement Advisory Services
  Salem, OR

Previous Registrations

• 2016-01-04 → 2026-05-14
  The H Group, Inc.
  Salem, OR
• 2013-09-17 → 2015-12-16
  Journeytree Financial Advisors
  Eugene, OR
• 2012-02-28 → 2013-08-23
  Mcs Family Wealth Advisors
  Bend, OR
• 2010-09-21 → 2011-02-24
  Raymond James Financial Services Advisors, Inc
  Eugene, OR
• 2010-06-23 → 2010-09-07
  1St Global Advisors Inc
  Eugene, OR
• 2002-06-19 → 2010-06-17
  Cetera Wealth Services, Llc
  Eugene, OR

Exams

• S66 Uniform Combined State Law Examination
  2002-06-12
• S63 Uniform Securities Agent State Law Examination
  1999-04-23

Designations

• Certified Financial Planner

Other Names

• Katherine Mary Suchan
• Kath Suchan
• Kathy Suchan