Samantha Schnurr

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

• 06/2021 → 03/2024
  Fintrust Capital Advisors, Llc
  Greenville, SC
• 08/2020 → 06/2021
  Walker's Coffee And Pub
  Athens, GA
• 04/2018 → 08/2020
  Galecki Financial Management
  Fort Wayne, IN
• 08/2017 → 04/2018
  Biaggi's Ristorante Italiano
  Fort Wayne, IN
• 07/2016 → 08/2017
  Old Crown Coffee Roasters
  Fort Wayne, IN
• 03/2024 → 12/2024
  Sincerus Advisory, Llc
  New York, NY
• 01/2025 → Present
  Wealth Enhancement Group
  Tacoma, WA
• 01/2025 → Present
  Wealth Enhancement Advisory Services
  Tacoma, WA

Previous Registrations

• 2024-05-05 → 2024-12-20
  Sincerus Advisory
  Brooklyn, NY
  New York, NY
• 2022-02-11 → 2024-03-19
  Fintrust Capital Advisors, Llc
  Athens, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-31

Designations

• Certified Financial Planner

Other Names

• Samantha Kay Schnurr