Unclaimed
Dustin Kriengsak-obhas is a financial advisor with Wealth Enhancement Advisory Services, LLC. Dustin has been in the financial services industry since 2007. Dustin is registered with the state of Illinois as an Investment Advisor Representative (IAR) and holds FINRA Series 63, 66, and 7 licenses. Dustin's primary focus is on financial planning, retirement planning, and portfolio management. Dustin is also a Certified Financial Planner (CFP®). Wealth Enhancement Advisory Services, LLC, is a registered investment advisor with over $72 billion in assets under management. The firm specializes in providing financial advice to individuals, families, businesses, and institutions.
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
IL
01/04/2022 - Present
Wealth Enhancement Advisory Services, LLC (Northbrook IL)
IL
07/09/2007 - 03/22/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
BC
Issued 01/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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