Robert Duncan Coode

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

• 08/1995 → 07/2019
  Proequities, Inc.
  Mentor, OH
• 07/2019 → 05/2025
  Marcum Wealth, Llc
  Mayfield Village, OH
• 10/2019 → 05/2025
  Valmark Securities Inc
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Mayfield Village, OH
• 07/2025 → Present
  Wealth Enhancement Brokerage Services
  Mayfield Village, OH

Previous Registrations

• 2019-09-03 → 2025-05-20
  Marcum Wealth, Llc
  Cleveland, OH
• 2000-09-05 → 2019-07-11
  Concourse Financial Group Securities, Inc.
  Mayfield Village, OH
  Fairlawn, OH
  Mayfield Village, OH

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - MAYFIELD VILLAGE, OH - INVESTMENT ADVISOR REPRESENTATIVE - 200 HOURS PER MONTH, 200 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1996-09-13

Other Names

• Bob Coode