Amy Sue De Haai

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

• 10/2006 → 12/2021
  U.S. Bancorp Investments, Inc.
  Newton, IA
• 11/2021 → 06/2025
  Lpl Financial
  Newton, IA
• 12/2021 → Present
  Wealth Enhancement Group
  Newton, IA
• 12/2021 → Present
  Wealth Enhancement Advisory Services
  Newton, IA
• 12/2021 → Present
  Wealth Enhancement Brokerage Services
  Newton, IA

Previous Registrations

• 2007-04-04 → 2021-12-10
  U.S. Bancorp Investments, Inc.
  Newton, IA
  Pella, IA

Exams

• S66 Uniform Combined State Law Examination
  2007-04-02

Other Names

• Amy Sue Klobnak
• Amy Sue Hall
• Amy Dybsetter
• Amy Sue Dybsetter
• Amy Sue Klobnak