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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fricke is a financial advisor with Wealth Enhancement Advisory Services, LLC. Brian has over 30 years of experience in the financial services industry. Brian is a Certified Financial Planner™ and holds the Series 7, 6, and 63 securities licenses. Brian has previously been registered with several other firms including Calton & Associates, Inc., G.A. Reppele & Company, Sheen Financial Resources, Inc., Pamco Securities and Insurance Services, Security First Financial, Inc., Raymond James & Associates, Inc. and W.S. Griffith & Co., Inc.. Brian has experience with a wide range of clients, including high-net-worth individuals, families, businesses, and retirement plans. Brian offers a variety of financial services, including financial planning, investment management, retirement planning, and estate planning. Brian is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
FL
04/01/2022 - Present
Wealth Enhancement Advisory Services, LLC (WINTER SPRINGS FL)
FL
10/02/1998 - 02/06/2007
CALTON & ASSOCIATES, INC. (WINTER SPRINGS FL)
NA
09/15/1998 - 10/07/1998
CALTON & ASSOCIATES, INC.
FL
04/24/1991 - 09/28/1998
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NA
05/04/1990 - 05/17/1991
SHEEN FINANCIAL RESOURCES, INC.
NA
03/27/1989 - 05/09/1990
PAMCO SECURITIES AND INSURANCE SERVICES
NA
06/02/1987 - 05/15/1989
SECURITY FIRST FINANCIAL, INC.
NA
09/08/1987 - 04/19/1988
RAYMOND JAMES & ASSOCIATES, INC.
NA
03/30/1987 - 01/23/1988
W. S. GRIFFITH & CO., INC.
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/25/1990
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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