Joseph Anthony Lomeo

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

• 08/2016 → 09/2023
  Personal Capital Advisors Corporation
  Denver, CO
• 04/2023 → 09/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 10/2023 → Present
  Wealth Enhancement Group
  Lakewood, CO
• 10/2023 → Present
  Wealth Enhancement Advisory Services
  Lakewood, CO

Previous Registrations

• 2023-04-03 → 2023-10-16
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2016-08-13 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-13
• S63 Uniform Securities Agent State Law Examination
  2014-05-08

Designations

• Certified Financial Planner