Unclaimed
Gideon Hicks is a financial advisor with Wealth Enhancement Advisory Services, LLC. Gideon is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Gideon has a deep understanding of the financial needs of individuals and families and is committed to helping clients achieve their financial goals. Gideon is licensed to provide financial advice in Wisconsin. He specializes in financial planning, retirement planning, investment management, and insurance.
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
WI
04/01/2019 - Present
Wealth Enhancement Advisory Services, LLC (GREEN BAY WI)
WI
02/11/2014 - 12/31/2014
LPL FINANCIAL LLC (GREEN BAY WI)
WI
03/25/2013 - 01/29/2014
PRUCO SECURITIES, LLC. (APPLETON WI)
IA
Issued 05/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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