Robert Brooks

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

• 05/2016 → 05/2022
  Johnson Wealth Inc.
  Milwaukee, WI
• 05/2022 → 05/2023
  1834 Investment Advisors Co.
  Milwaukee, WI
• 06/2022 → 05/2023
  Premier Asset Management
  Chicago, IL
• 06/2023 → Present
  Wealth Enhancement Advisory Services
  Milwaukee, WI
• 06/2023 → Present
  Wealth Enhancement Group
  Milwaukee, WI

Previous Registrations

• 2022-06-10 → 2023-05-08
  1834 Investment Advisors Co.
  Milwaukee, WI
• 2022-09-23 → 2023-05-08
  Premier Asset Management Llc
  Chicago, IL
• 2016-05-16 → 2022-05-16
  Johnson Wealth Inc.
  Milwaukee, WI
• 2007-10-01 → 2016-06-02
  Cleary Gull Inc.
  Milwaukee, WI
• 2006-04-11 → 2007-06-08
  Vision Asset Management Inc
  Rosemont, IL

Exams

• S66 Uniform Combined State Law Examination
  2006-04-10
• S63 Uniform Securities Agent State Law Examination
  1996-01-25

Designations

• Certified Financial Planner

Other Names

• Robert Anthony Brooks