Joseph Samuelson

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

• 09/2009 → 08/2019
  Student
  Ft. Myers, FL
• 11/2014 → 03/2022
  Spring Run Golf Club
  Bonita Springs, FL
• 09/2019 → 04/2022
  Integra Capital Advisors
  Bonita Springs, FL
• 04/2022 → Present
  Wealth Enhancement Group
  Tampa, FL
• 04/2022 → Present
  Wealth Enhancement Advisory Services
  Tampa, FL

Previous Registrations

• 2019-11-21 → 2022-04-05
  Integra Capital Advisors
  Bradenton, FL
  Bonita Springs, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-01

Other Names

• Joseph Dylan Samuelson