Connor O'KEefe

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

• 05/2016 → 09/2019
  Nicklaus Golf Club At Lionsgate
  Overland Park, KS
• 09/2018 → 12/2021
  University Of Kansas
  Lawrence, KS
• 02/2022 → 02/2026
  Ameritas Investment Company, Llc
  Lincoln, NE
• 01/2022 → 02/2026
  Tax Favored Benefits
  Overland Park, KS
• 03/2022 → 06/2023
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2022 → 02/2026
  Tfb Advisors, Llc
  Overland Park, KS
• 11/2024 → 02/2026
  Connor O'KEefe Company, Llc
  Overland Park, KS
• 03/2026 → Present
  Wealth Enhancement Group
  Overland Park, KS
• 03/2026 → Present
  Wealth Enhancement Brokerage Services
  Overland Park, KS
• 03/2026 → Present
  Wealth Enhancement Advisory Services
  Overland Park, KS

Previous Registrations

• 2022-08-02 → 2026-03-25
  Tfb Advisors, Llc
  Overland Park, KS
• 2022-03-18 → 2023-06-30
  Ameritas Advisory Services, Llc
  Overland Park, KS

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - INVESTMENT ADVISOR REPRESENTATIVE - OVERLAND PARK, KS. 160 HOURS PER MONTH, 120 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INSURANCE AGENT - OVERLAND PARK, KS. 40 HOURS PER MONTH, 30 HOURS DURING TRADING HOURS. CONNOR O'KEEFE COMPANY, LLC - OWNER - OVERLAND OARK, KS. BUSINESS ENTITY FOR TAX PURPOSES. 0 HOURS PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  2022-03-09

Designations

• Certified Financial Planner