Noelle C Kacerek

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

• 03/2022 → 08/2023
  Chicory Wealth
  Atlanta, GA
• 07/2019 → 03/2022
  Locker Financial Services, Llc
  Verona, NJ
• 01/2018 → 05/2021
  Sussex Community College
  Newton, NJ
• 09/2020 → 01/2021
  Northeast Financial Network
  Ledgewood, NJ
• 08/2015 → 12/2017
  Centenary University
  Hackettstown, NJ
• 11/2023 → Present
  Wealth Enhancement Group
  Andover, NJ
• 11/2023 → Present
  Wealth Enhancement Advisory Services
  Andover, NJ

Previous Registrations

• 2023-06-21 → 2023-08-11
  Chicory Wealth
  Decatur, GA
  Andover, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-06