Stephen Stricklin

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

• 02/2007 → 10/2025
  Wise Wealth, Llc
  Lee'S Summit, MO
• 06/2017 → 10/2025
  Bright Portfolios, Llc
  Lee'S Summit, MO
• 11/2025 → Present
  Wealth Enhancement Advisory Services
  Lee'S Summit, MO
• 11/2025 → Present
  Wealth Ehancement Group
  Lee'S Summit, MO

Previous Registrations

• 2007-06-27 → 2025-12-03
  Wise Wealth, Llc
  Lee'S Summit, MO
  Grain Valley, MO
• 2017-09-18 → 2025-10-31
  Bright Portfolios, Llc
  Lee'S Summit, MO

Other Businesses

WISE WEALTH PROPERTY, LLC - LEE'S SUMMIT, MO - MEMBER - REAL ESTATE. COMMERCIAL REAL ESTATE. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. SAKE, LLC - LEE'S SUMMIT, MO - MEMBER - REAL ESTATE - COMMERCIAL REAL ESTATE. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. STEPHEN STRICKLIN - OWNER - REAL ESTATE - BRANSON, MO AND MIRAMAR BEACH, FL - RENTAL PROPERTY. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. FROST COFFE AND TEA, LLC - LEE'S SUMMIT, MO - OWNER. COFFEE AND TEA SHOP AND CAFE. 4 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. FROST PERPERTY, LLC - MEMBER - LEE'S SUMMIT, MO - REAL ETSTATE. OWNER OF BUILDING FOR FROST COFFEE AND TEA, LLC. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-22
• S63 Uniform Securities Agent State Law Examination
  2003-11-24

Designations

• Certified Financial Planner