Susan Mackenzie Arnett

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

• 02/2015 → 07/2017
  Sharp Advisors, Inc.
  Charlotte, NC
• 07/2017 → 04/2019
  Queens Oak Advisors
  Charlotte, NC
• 04/2019 → 02/2022
  Rsm Us Wealth Management Llc
  Charlotte, NC
• 02/2022 → 07/2024
  Choreo, Llc
  Charlotte, NC
• 07/2024 → Present
  Wealth Enhancement Group
  Trent Woods, NC
• 07/2024 → Present
  Wealth Enhancement Advisory Services
  Trent Woods, NC

Previous Registrations

• 2019-05-08 → 2024-07-03
  Choreo, Llc
  Rockford, IL
  Charlotte, NC
• 2018-01-19 → 2019-04-11
  Queens Oak Advisors
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-19

Designations

• Certified Financial Planner

Other Names

• Susan Mackenzie Wall
• Mackenzie Wall
• Mackenzie Arnett