David Lewis Mace

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

• 10/2008 → 03/2021
  The Peoples Bank
  Smith Center, KS
• 07/2023 → Present
  Wealth Enhancement Group
  Smith Center, KS
• 07/2023 → Present
  Wealth Enhancement Advisory Services
  Smith Center, KS
• 03/2021 → 03/2023
  First National Bank Of Hutchinson
  Hutchinson, KS
• 03/2023 → 07/2023
  Unemployed
  Smith Center, KS

Previous Registrations

• 2006-05-12 → 2008-10-14
  Cetera Investment Services Llc
  Phillipsburg, KS
  Phillipsburg, KS

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-23

Designations

• Certified Financial Planner