Isaac Barthelmess

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

• 11/2021 → 06/2025
  Lpl Financial Llc
  Arden Hills, MN
• 09/2020 → 10/2021
  Chad Babcock State Farm Insurance Agency
  Saint Paul, MN
• 09/2018 → 08/2020
  Riddell All-American
  Fargo, ND
• 05/2018 → 08/2018
  Unemployed
  Appleton, WI
• 04/2018 → 04/2018
  Impact Networking
  Lake Forest, IL
• 02/2018 → 03/2018
  Starcom
  Chicago, IL
• 01/2018 → 01/2018
  Northwestern University
  Evanston, IL
• 01/2015 → 12/2017
  Lake Forest College
  Lake Forest, IL
• 04/2024 → Present
  Wealth Enhancement Advisory Services
  Arden Hills, MN
• 12/2021 → Present
  Wealth Enhancement Group
  Arden Hills, MN
• 04/2024 → Present
  Wealth Enhancement Brokerage Services
  Arden Hills, MN

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 04/25/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Wealth Enhancement Advisory Services LLC, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-06