Alyssa Zuck

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 → 02/2017
  Fidelity Brokerage Services Llc
  Overland Park, KS
• 03/2017 → 07/2017
  Edward Jones
  Mission, KS
• 01/2017 → 02/2017
  Senegence
  Carlsbad, CA
• 07/2017 → 06/2018
  Merrill Lynch
  Omaha, NE
• 06/2018 → 01/2022
  Cwm, Llc
  Omaha, NE
• 07/2018 → 01/2022
  Cetera Advisor Networks
  El Segundo, CA
• 01/2022 → 07/2023
  Sovereign Financial Group, Inc.
  Omaha, NE
• 08/2023 → 04/2024
  Scott Royal
  Omaha, NE
• 09/2023 → 04/2024
  Northwestern Mutual Investment Services Llc
  Omaha, NE
• 09/2023 → 04/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2024 → 06/2025
  Lpl Financial Llc
  Plymouth, MN
• 04/2024 → Present
  Wealth Enhancement Group
  Omaha, NE
• 04/2024 → Present
  Wealth Enhancement Advisory Services
  Omaha, NE
• 04/2024 → Present
  Wealth Enhancement Brokerage Services
  Omaha, NE

Previous Registrations

• 2023-09-18 → 2024-05-15
  Northwestern Mutual Investment Services, Llc
  Omaha, NE
• 2022-02-15 → 2023-08-23
  Sovereign Financial Group, Inc.
  Omaha, NE
  Stamford, CT
• 2018-07-02 → 2022-01-28
  Cwm, Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2018-03-20 → 2018-06-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Omaha, NE

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 4/22/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity 4/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-19
• S63 Uniform Securities Agent State Law Examination
  2013-07-10

Other Names

• Alyssa Kae Mullins
• Alyssa Kae Zuck
• Alyssa Zuck
• Alyssa K Zuck