Charles Jablonic Opitz

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

• 05/2014 → 12/2021
  Guardian Life Insurance Co
  Madison, WI
• 02/2015 → 12/2021
  Park Avenue Securities Llc
  Madison, WI
• 01/2022 → Present
  Wealth Enhancement Group
  Madison, WI
• 01/2022 → Present
  Wealth Enhancement Advisory Services
  Madison, WI

Previous Registrations

• 2015-12-04 → 2021-12-15
  Park Avenue Securities Llc
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2015-03-26

Designations

• Certified Financial Planner

Other Names

• Charles Jablonic Opitz