David John Demeuse

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

• 12/2005 → 04/2019
  Summit Planning Group Llc
  Green Bay, WI
• 04/2006 → 04/2019
  Summit Planning Group Llc
  Green Bay, WI
• 04/2019 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 04/2019 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Previous Registrations

• 2012-01-16 → 2019-04-05
  Summit Planning Group Llc
  Green Bay, WI
• 2000-01-04 → 2013-03-06
  Lpl Financial Llc
  Green Bay, WI
  Green Bay, WI
• 2006-03-15 → 2007-12-03
  Summit Planning Group Llc
  Green Bay, WI

Other Businesses

1. Wealth Enhancement Group DBA non-variable insurance 04/01/2019 2. 04/26/2005 - OTHER-BUSINESS ENTITY FOR ACCOUNTING PURPOSES / VALUE-ADDED, INC. 3. 02/16/2011 - TAX CONDUIT / VALUE-ADDED, INC 4. BETHANY CHURCH - NOT INVESTMENT RELATED - 1110 ECHO LN, GREEN BAY, WI 54304 - CHAIRPERSON - STARTED 01/01/2023 - 5 HOURS/MONTH, 0 HOURS SPENT DURING TRADING HOURS - OVERLOOK THE VARIOUS COMMITTEES IN THE CHURCH

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-11

Designations

• Certified Financial Planner