Eric Albert Flick

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

• 04/2019 → Present
  Wealth Enhancement Advisory Services
  Green Bay, WI
• 04/2019 → Present
  Wealth Enhancement Group
  Green Bay, WI
• 04/2015 → 04/2019
  Summit Planning Group
  Green Bay, WI

Previous Registrations

• 2015-04-24 → 2019-04-05
  Summit Planning Group Llc
  Green Bay, WI
• 2015-04-30 → 2015-05-05
  Lpl Financial Llc
  Green Bay, WI
• 2014-01-28 → 2015-03-27
  Credit Union Investment Services
  Charlotte, NC

Other Businesses

1.) 04/01/2019-Wealth Enhancement Group DBA Non-Variable insurance. 2.) COLLEGE READY - INVESTMENT RELATED - 715 SUPERIOR ROAD, UNIT 102, GREEN BAY, WI 54311- COMMITTEE MEMBER - STARTED 04/01/2021 - 1 HOUR/MONTH, 0 HOURS SPENT DURING TRADING HOURS - DISCUSS THE INVESTMENT PORTFOLIO AND ANALYZE THE MANAGER OF THE PORTFOLIO. ALSO DISCUSS THE ORGANIZATION'S BUDGET AND OBJECTIVES TO ACCOMPLISH. NOT RESPONSIBLE FOR PROVIDING ANY INVESTMENT ADVICE. 3.) COLLEGE READY - NON-INVESTMENT RELATED - GREEN BAY, WI - BOARD MEMBER - START DATE: 11/2024 - 2 HOURS PER MONTH, 0 HOURS SPENT DURING TRADING HOURS - AS A BOARD MEMBER WILL DETERMINE MISSION & PURPOSE, SUPPORT & EVALUATE CHIEF EXECUTIVE, MONITOR PROGRAMS & SERVICES, PROVIDE FINANCIAL OVERSIGHT, & ENSURE EFFECTIVE PLANNING. 4.) COLLEGE READY - NON-INVESTMENT RELATED - GREEN BAY, WI - TREASURER - START DATE: 11/2024 - 4 HOURS PER MONTH, 1 HOUR SPENT DURING TRADING HOURS - AS TREASURER WILL BE REVIEWING BUDGETS, SPENDING, TRANSACTIONS, & MONEY MOVEMENT FROM INVESTMENT ACCOUNTS TO BANK ACCOUNTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-11-26

Designations

• Certified Financial Planner