Konrad Karwowski

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 → 07/2017
  Triad Advisors, Inc.
  Norcross, GA
• 09/2018 → 07/2019
  E*Trade Securities Llc
  Costa Mesa, CA
• 09/2018 → 07/2019
  E*Trade Capital Management Llc
  Costa Mesa, CA
• 08/2017 → 08/2018
  Unemployed
  Jacksonville, FL
• 10/2013 → 08/2017
  Excalibur Financial Services Llc
  Jacksonville, FL
• 12/2023 → 04/2025
  Mercer Global Advisors Inc.
  Huntington Beach, CA
• 07/2023 → 12/2023
  Costco
  Fountain Valley, CA
• 08/2022 → 07/2023
  Unemployed
  Huntington Beach, CA
• 02/2020 → 08/2022
  Better Mortgage Inc.
  Irvine, CA
• 08/2019 → 02/2020
  Unemployed
  Costa Mesa, CA
• 04/2025 → 07/2025
  Mercer Global Advisors Inc.
  Huntington Beach, CA
• 07/2025 → Present
  Wealth Enhancement Group
  Huntington Beach, CA
• 07/2025 → Present
  Wealth Enhancement Advisory Services
  Huntington Beach, CA

Previous Registrations

• 2024-08-26 → 2025-07-21
  Mercer Global Advisors Inc.
  Huntington Beach, CA
  Denver, CO
• 2018-09-13 → 2019-08-20
  Harrisdirect Llc
  Costa Mesa, CA
  Arlington, VA
• 2013-10-28 → 2017-08-21
  Triad Advisors Llc
  Jacksonville, FL
  Jacksonville, FL
  Atlanta, GA
• 2010-11-09 → 2012-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  New York, NY
• 2008-03-06 → 2009-04-23
  Msi Financial Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-02-05

Designations

• Certified Financial Planner
• Chartered Financial Analyst