Kevin Anema

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

• 07/2021 → Present
  Wealth Enhancement Group
  Tigard, OR
• 07/2021 → 08/2024
  Wealth Enhancement Advisory Services
  Tigard, OR
• 04/2015 → 07/2021
  Oakwood Capital Management, Llc.
  Los Angeles, CA
• 02/2026 → Present
  Wealth Enhancement Advisory Services
  Tigard, OR

Previous Registrations

• 2022-03-07 → 2024-08-05
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Los Angeles, CA
  Tigard, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-17