Devan White

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

• 11/2013 → 01/2020
  Bpu Investment Managment, Inc
  Uniontown, PA
• 01/2020 → 06/2025
  Lpl Financial, Llc
  Uniontown, PA
• 03/2020 → Present
  Wealth Enhancement Advisory Services, Llc
  Uniontown, PA
• 03/2020 → Present
  Wealth Enhancement Group
  Uniontown, PA
• 03/2020 → Present
  Wealth Enhancement Brokerage Services
  Uniontown, PA

Previous Registrations

• 2014-07-15 → 2020-03-06
  Bpu Investment Management Inc.
  Uniontown, PA
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

SMALL TOWN REAL ESTATE LLC - Investment Related - 137 Liberty Street, Perryopolis, PA 15401 - Real Estate Rental - Owner - Start Date: 07/2017 - 10 Hours Per Month/0 Hours During Securities Trading. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/01/2020 - 160 Hours Per Month/148 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 3/2020. 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. Wealth Enhancement Group - Investment Related - Uniontown, PA - Fixed Insurance - VP, Financial Advisor - Start Date: 07/2025 - 4 Hours Spent Per Month, 4 Hours Spent During Trading Hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-11

Designations

• Certified Financial Planner

Other Names

• Devan Michelle Grote
• Devan Grote White
• Devan Michelle White