Robert Ernest Coode

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

• 01/1986 → 01/2020
  Proequities, Inc.
  Birmingham, AL
• 01/2020 → 05/2025
  Marcum Wealth
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Hilton Head, SC
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Hilton Head, SC

Previous Registrations

• 2020-02-07 → 2025-05-20
  Marcum Wealth, Llc
  Mayfield Village, OH
  Hilton Head, SC
  Cleveland, OH
• 2000-09-05 → 2020-01-27
  Concourse Financial Group Securities, Inc.
  Fairlawn, OH
  Mayfield Village, OH
  Mayfield Village, OH

Other Businesses

BETA ASSOCIATES - MAYFIELD VILLAGE, OH - MEMBER/OWNER - COMMERCIAL REAL ESTATE BUILDING. 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS YACHT VILLAS CONDO ASSOCIATION - HILTON HEAD, SC - VICE PRESIDENT OF CONDO ASSOCIATION - MANAGEMENT DECISIONS FOR THE ASSOCIATION. 5 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-02
• S63 Uniform Securities Agent State Law Examination
  1993-01-20

Other Names

• Bob Coode
• Robert Ernest Coode
• Robert E Coode