Mason Gee-Montgomery

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

• 04/2018 → 07/2021
  Pfs Investments Inc.
  Southfield, MI
• 01/2018 → 07/2021
  Primerica Financial Services
  Southfield, MI
• 05/2017 → 08/2018
  Gee Farms
  Stockbridge, MI
• 09/2017 → 12/2017
  Case Western Reserve University
  Cleveland, MI
• 09/2007 → 06/2017
  Stockbridge Public Schools
  Stockbridge, MI
• 08/2017 → 05/2021
  Case Western Reserve University
  Cleveland, MI
• 06/2018 → 08/2018
  Cohen & Company
  Clevland, OH
• 01/2019 → 04/2019
  Novogradas & Company Llp
  Clevland, OH
• 01/2020 → 03/2020
  Novogradas & Company Llp
  Clevland, OH
• 09/2020 → 10/2024
  Keybanc Capital Markets Inc.
  Cleveland, OH
• 10/2024 → 05/2025
  Marcum Wealth, Llc
  Cleveland, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Fairlawn, OH
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Fairlawn, OH
• 09/2025 → Present
  Wealth Enhancement Brokerage Services
  Fairlawn, OH

Previous Registrations

• 2024-11-04 → 2025-05-19
  Marcum Wealth, Llc
  Fairlawn, OH
  Cleveland, OH

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES - FAIRLAWN, OH - INVESTMENT ADVISOR REPRESENTATIVE - 160 HOURS PER MONTH, 160 HOURS DURING TRADING HOURS. GEEMOMA, LLC - AKRON, OH - BUSINESS ENTITY - OWNER - 0 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-30
• S65 Uniform Investment Adviser Law Examination
  2024-11-02