Elizabeth Grace Yeo

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

• 01/2012 → 11/2025
  Financial Partners Group, Llc
  Indianapolis, IN
• 02/2018 → 01/2024
  Woodbury Financial Services Inc
  Indianapolis, IN
• 01/2024 → 11/2025
  Osaic Wealth, Inc.
  Carmel, IN
• 12/2025 → Present
  Wealth Enhancement Group
  Carmel, IN
• 12/2025 → Present
  Wealth Enhancement Advisory Services
  Carmel, IN
• 12/2025 → Present
  Wealth Enhancement Brokerage Services
  Carmel, IN

Previous Registrations

• 2024-01-19 → 2025-12-09
  Osaic Wealth, Inc.
  Carmel, IN
• 2020-08-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carmel, IN

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - CARMEL, IN. REGISTERED ADMIN. 160 HOURS PER MONTH, 140 HOURS DURING TRADING HOURS. R3M SPORTS GROUP, INC - AUGUSTA, GA. EVENT COORDINATOR. ASSIST IN CORRDINATING EVENTS FOR PATRONS WHO ARE ATTENDING THE MASTERS GOLF TOURNAMENT IN AUGUSTA, GA. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. F3R, INC - CARMEL, IN. SECRETARY OF BOARD OF DIRECTORS. SEND COMMUNICATIONS AND KEEP DOCUMENTATION OF MEETINGS AND ORGINIZATION UPDATES AND MANAGE CHARITY AUCTIONS. 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. NOTARY - CARMEL, IN. LESS THAN 1 HOUR PER MONTH, LESS THAN 1 HOUR DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-10

Other Names

• Betsy Yeo
• Betsy Miller
• Elizabeth Grace Yeo
• Elizabeth Grace Miller