Unclaimed
Casey Tinius is a financial advisor with Wealth Enhancement Advisory Services, LLC. Casey has been a registered investment advisor since 2015 and is registered in Kentucky. Casey has passed the Series 65 exam and holds the Certified Financial Planner designation. Casey specializes in financial planning, pension consulting, and educational seminars for individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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
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KY
01/03/2024 - Present
Wealth Enhancement Advisory Services, LLC (BOWLING GREEN KY)
IA
Issued 06/25/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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