Nicholas Lawrence Phillips

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

• 10/2016 → 08/2022
  American Century Investment Services Inc.
  Kansas City, MO
• 11/2014 → Present
  Horizon Real Estate Llc
  Independence, MO
• 02/2015 → 10/2016
  Larry's Body Shop
  Kansas City, MO
• 08/2022 → 10/2025
  Wise Wealth, Llc
  Lee'S Summit, MO
• 11/2025 → Present
  Wealth Enhancement Group
  Lee'S Summit, MO
• 11/2025 → Present
  Wealth Enhancement Advisory Services
  Lee'S Summit, MO

Previous Registrations

• 2022-08-19 → 2025-12-03
  Wise Wealth, Llc
  Lee'S Summit, MO
• 2019-08-29 → 2022-08-01
  American Century Investments Private Client Group, Inc.
  Kansas City, MO
  Independence, MO
• 2017-10-30 → 2018-09-05
  American Century Investments Private Client Group, Inc.
  Kansas City, MO

Other Businesses

HORIZON REAL ESTATE - OWNER - REAL ESTATE/RENTALS - INDEPENDENCE, MO. 20 HOURS PER MONTH, 5 HOURS DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-23
• S63 Uniform Securities Agent State Law Examination
  2016-11-02

Other Names

• Nicholas L Phillips
• Nicholas Phillips
• Nick L Phillips
• Nick Phillips