Heather Lea Benash

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

• 07/2013 → 12/2020
  Sva Plumb Wealth Management Llc
  Madison, WI
• 01/2021 → 09/2022
  Wealth Enhancement Group
  Plymouth, MN
• 01/2021 → 09/2022
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 01/2023 → Present
  Wealth Enhancement Group
  Madison, WI
• 01/2023 → Present
  Wealth Enhancement Advisory Services
  Madison, WI
• 09/2022 → 01/2023
  Associated Dentists, S.C.
  Madison, WI

Previous Registrations

• 2021-01-02 → 2022-09-15
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Madison, WI
• 2014-01-29 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-29