Chase Zachary Hefel

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

• 06/2025 → Present
  Wealth Enhancement Group
  Dubuque, IA
• 07/2025 → Present
  Wealth Enhancement Advisory Services
  Dubuque, IA
• 10/2021 → Present
  Gin Rickey'S
  Dubuque, IA
• 07/2015 → 06/2017
  George Washington Middle School
  Dubuque, IA
• 08/2017 → 06/2021
  Hempstead High School
  Dubuque, IA
• 08/2021 → 05/2025
  Loras College
  Dubuque, IA

Other Businesses

1. GIN RICKEY'S - NON-INVESTMENT RELATED - DUBUQUE, IA - BARTENDER - WORKS PART TIME AS NEEDED BARTENDING - START DATE 10/2021 - SPENDS 7 HOURS PER MONTH WITH 0 HOURS DURING TRADING. 2. TORETTO, LLC - INVESTMENT RELATED - DUBUQUE, IA - INVESTOR - RENTAL PROPERTY OWNED WITH FAMILY MEMBERS - SPENDS 0 HOURS PER MONTH WITH 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-26