Mitchell Joseph Ahmad

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

• 01/2017 → 12/2018
  Sva Plumb Wealth Management, Llc
  Brookfield, WI
• 09/2015 → 12/2018
  Carroll University
  Waukesha, WI
• 12/2018 → 12/2020
  Sva Plumb Wealth Management, Llc
  Brookfield, WI
• 01/2021 → Present
  Wealth Enhancement Group
  Brookfield, WI
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Brookfield, WI

Previous Registrations

• 2018-08-27 → 2021-01-13
  Sva Wealth Management, Llc
  Brookfield, WI
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-27

Designations

• Chartered Financial Analyst