Devone Charles Mcleod

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

• 06/2013 → 11/2017
  Keybank
  Tarrytown, NY
• 11/2017 → 03/2021
  Reby Advisors, Llc
  Danbury, CT
• 01/2018 → 03/2021
  Triad Advisors
  Norcross, GA
• 02/2021 → 06/2025
  Lpl Financial, Llc
  Danbury, CT
• 03/2021 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 03/2021 → Present
  Wealth Enhancement Advisory Services, Llc
  Danbury, CT
• 03/2021 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN

Previous Registrations

• 2019-01-09 → 2021-03-02
  Reby Advisors, Llc
  Danbury, CT

Other Businesses

Non-Variable Insurance - Wealth Enhancement Group - Investment Related - Danbury, CT 06810 WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 4/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-04-17

Designations

• Certified Financial Planner

Other Names

• Devone Mcleod