Jason Larkins

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

• 02/2025 → 10/2025
  Wise Wealth, Llc
  Lee'S Summit, MO
• 11/2025 → Present
  Wealth Enhancement Group
  Lee'S Summit, MO
• 11/2025 → Present
  Wealth Enhancement Advisory Services
  Lee'S Summit, MO
• 03/2013 → 06/2017
  North American Savings Bank
  Kansas City, MO
• 07/2017 → 06/2018
  Residential Mortgage Services
  South Portland, ME
• 07/2018 → 06/2019
  United Fidelity Funding
  South Portland, ME
• 06/2019 → 03/2023
  North American Savings Bank
  Kansas City, MO
• 03/2023 → 02/2024
  First National Bank Of Omaha
  Overland Park, Ks, KS
• 02/2024 → 01/2025
  Loans In Kc
  Prairie Village, KS

Previous Registrations

• 2025-03-04 → 2025-12-03
  Wise Wealth, Llc
  Lee'S Summit, MO
• 2011-12-16 → 2013-03-27
  Wise Wealth, Llc
  Lee'S Summit, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-21

Other Names

• Jason Michael Larkins