John Linge

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

• 01/1988 → 11/2017
  John B. Linge Jr, Life Insurance
  Orange Park, FL
• 10/1992 → Present
  Cpa Retirement Planning, Inc.
  Orange Park, FL
• 10/2007 → 11/2017
  Jpl Realty Llc
  Orange Park, FL
• 06/2011 → 11/2017
  National Planning Corporation
  Orange Park, FL
• 11/2017 → 06/2025
  Lpl Financial Llc
  Orange Park, FL
• 12/2017 → Present
  Wealth Enhancement Advisory Services
  Orange Park, FL
• 12/2017 → Present
  Wealth Enhancement Brokerage Services
  Orange Park, FL

Previous Registrations

• 2017-11-29 → 2019-03-01
  Lpl Financial Llc
  Orange Park, FL
• 2011-06-27 → 2017-12-06
  National Planning Corporation
  Los Angeles, CA
  Orange Park, FL
  Los Angeles, CA
• 2004-01-05 → 2011-06-27
  Securities America Advisors, Inc.
  Jacksonville, FL
  Orange Park, FL
• 1997-07-21 → 2003-12-31
  Linge Capital Management Inc.
  Jacksonville, FL

Other Businesses

1. 1/4/2018 - Wealth Enhancement Advisory Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 12/01/2017 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity on 1/4/2018. I expect to spend approximately 80 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2. 2/21/2018 - Wealth Enhancement Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2017 - 5 Hours Per Month During Securities Trading 3. 5/15/2019 - CPA RETIREMENT PLANNING INC KNA Linge Asset Management, Inc. - DBA: CPA RETIREMENT PLANNING INC - Investment Related - 165 Wells Road, Suite 407, Orange Park, FL 32073 - Real Estate Rental - PRESIDENT/OWNER - Start Date: 12/01/2017 - 10 Hours Per Month/10 Hours During Securities Trading 4. 09/06/2023 - JPL REALTY, LLC - Real Estate Rental - Investment Related - Middleburg, FL - Start Date 06/08/2006 - 1 Hour Per Month/ 0 Hours During Trading 5. 09/06/2023 - JPL Realty Three, LLC - Real Estate Rental - Investment Related - Fleming Island, FL - Start Date 03/15/2019 - 1 Hour Per Month/ 0 Hours During Trading 6. 09/06/2023 - LCM REALTY, LLC - Real Estate Rental - Investment Related - St Augustine, FL - Start Date 01/05/2006 - 1 Hour Per Month/ 0 Hours During Trading 7. 03/28/2024 - Linge Asset Management, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 10/28/1996 - 20 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-22

Designations

• Certified Financial Planner

Other Names

• John B Linge
• John Bernard Linge