Elizabeth Smith Wilkins

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

• 04/2005 → 01/2024
  Landmark Financial Advisors, Llc
  Bowling Green, KY
• 01/2024 → Present
  Wealth Enhancement Group
  Bowling Green, KY
• 01/2024 → Present
  Wealth Enhancement Advisory Services
  Bowling Green, KY

Previous Registrations

• 2005-04-27 → 2024-01-10
  Landmark Financial Advisors, Llc
  Bowling Green, KY
  Bowling Green, KY
• 2004-03-22 → 2005-04-27
  Morgan Keegan & Company, Llc
  Bowling Green, KY

Other Businesses

ARTS OF SOUTHERN KY FOUNDATION - NOT INVESTMENT RELATED - BOWLING GREEN, KY - BOARD MEMBER - START DATE: 02/11/2025 - 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1990-10-04

Other Names

• Libby S Wilkins