Merissa C. Mccuen

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

• 09/2016 → 07/2023
  Fidelity Brokerage Services Llc
  Milwaukee, WI
• 07/2018 → 07/2023
  Fidelity Personal And Workplace Advisors
  Milwaukee, WI
• 08/2023 → 10/2024
  Jpmorgan Chase Bank Na
  Milwaukee, WI
• 08/2023 → 10/2024
  Jpmorgan Securities Llc
  Milwaukee, WI
• 10/2024 → Present
  Wealth Enhancement Advisory Services
  Brookfield, WI
• 10/2024 → Present
  Wealth Enhancement Group
  Brookfield, WI

Previous Registrations

• 2023-08-22 → 2024-10-29
  J.P. Morgan Securities Llc
  Milwaukee, WI
  Milwaukee, WI
• 2018-07-13 → 2023-08-01
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-10-06 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO

Other Businesses

WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - BROOKFIELD, WI - FIXED INSURANCE - FINANCIAL ADVISOR - START DATE: 11/2025 - 1 HOUR SPENT PER MONTH, 0 HOURS SPENT DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-29
• S63 Uniform Securities Agent State Law Examination
  2016-10-28

Designations

• Certified Financial Planner

Other Names

• Merissa Cassandra Mccuen
• Merissa C. Mccuen
• Merissa Mccuen