Thomas Herman Breiter

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

• 07/1992 → 04/2022
  Breiter Capital Management
  Bradenton, FL
• 04/2022 → Present
  Wealth Enhancement Group
  Bradenton, FL
• 04/2022 → Present
  Wealth Enhancement Advisory Services
  Bradenton, FL

Previous Registrations

• 1992-03-19 → 2022-04-05
  Integra Capital Advisors
  Anna Maria, FL
  Bradenton, FL
• 2013-04-30 → 2014-03-12
  Charles Derose, Inc.
  Anna Maria, FL
  Long Boat Key, FL
  Anna Maria, FL
• 1994-11-17 → 2006-08-24
  Ffp Advisory Services Inc
  Anna Maria, FL

Other Businesses

1. WEALTH ENHANCEMENT GROUP - DBA NAME FOR WEALTH ENHANCEMENT ADVISORY SERVICES - BRADENTON, FL 2. TRILLIUM LINKS CONDO ASSOCIATION - NON-INVESTMENT RELATED - BOARD MEMBER OF RESIDENTIAL HOA - STARTED 12/2023 - 2 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING. 3. PARC CENTER FOR DISABILITIES - NON-INVESTMENT RELATED - ST PETERSBURG, FL - BOARD MEMBER - START DATE: 10/2026 - 2 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-04-16
• S63 Uniform Securities Agent State Law Examination
  1987-08-07

Other Names

• Tom Breiter