David Keel

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

• 11/2012 → 12/2017
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
• 11/2012 → 12/2017
  Managed Account Services, Llc
  Boca Raton, FL
• 12/2017 → 04/2022
  Breiter Capital Management, Inc.
  Bradenton, FL
• 04/2022 → Present
  Wealth Enhancement Group
  Bradenton, FL
• 04/2022 → Present
  Wealth Enhancement Advisory Services
  Bradenton, FL

Previous Registrations

• 2018-01-02 → 2022-04-05
  Integra Capital Advisors
  Jacksonville, FL
  Bradenton, FL
• 2013-01-17 → 2017-12-31
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
• 2007-09-04 → 2011-01-03
  Tlg Advisors, Inc.
  Jacksonville, FL
  Summit, NJ
• 2007-09-20 → 2008-10-31
  Keel Financial Services
  Jacksonville, FL
• 2006-07-19 → 2007-12-06
  Financial Resource Alliance
  Jacksonville, FL
• 1999-09-29 → 2006-01-31
  Hornor, Townsend & Kent, Llc
  Jacksonville, FL

Other Businesses

WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH ENHANCEMENT ADVISORY SERVICES - BRANDENTON, FL. DCK FINANCIAL - PRIVATE LENDER - SINCE 2002 - 604 MATHIS ROAD JACKSONVILLE FL 32211 NOT SECURITIES RELATED HARD MONEY LENDER TO REAL ESTATE INVESTORS - WORK OUT OF RESIDENCE - 5% OF TIME BOULEVARD 35 LLC - JACKSONVILLE, FL - MANAGER - REAL ESTATE (BUYING/SELLING)

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1995-06-23

Designations

• Chartered Financial Consultant

Other Names

• David Clinton Keel