Sarah L Lephew

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

• 01/2011 → 06/2019
  Lephew Financial Services, Inc.
  Rock Hill, SC
• 06/2019 → 11/2021
  Carroll Financial Associates Inc
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Group
  Rock Hill, SC
• 11/2021 → Present
  Wealth Enhancement Advisory Services
  Rock Hill, SC

Previous Registrations

• 2019-06-21 → 2021-12-06
  Carroll Financial Associates Inc
  Rock Hill, SC
  Rock Hill, SC
• 2013-10-23 → 2019-06-18
  Lephew Financial Services, Inc.
  Rock Hill, SC

Other Businesses

CPES PTO - NON-INVESTMENT RELATED - ROCK HILL, SC - BOARD MEMBER/CO-TREASURER - START DATE: 04/2026 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - HELP WITH BUDGETING AND RECORD KEEPING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-16

Designations

• Certified Financial Planner

Other Names

• Sarah Louise Mickle
• Sarah Louise Lephew