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RIA / WealthAdvisorCertified Financial Planner38 years in industry

Peter Charles Jelacic

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

BROOKFIELD, WI | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:c8af505c-043a-0e37-0310-d93c0efbcdb6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 24, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 6, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 6, 1988
First registration: Nov 24, 2004
Dual registered: no
IAPD individual key: 1829282

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 2, 2021	n/a	yes	PLYMOUTH, MN\|BROOKFIELD, WI	Current employment
SVA WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 4, 2012	Jan 13, 2021	no	MADISON, WI\|BROOKFIELD, WI	Previous registration
SVA WEALTH MANAGEMENT, INC.	n/a	Mar 10, 2010	Jan 4, 2012	no	BROOKFIELD, WI\|MADISON, WI	Previous registration
NEXT GENERATION WEALTH MANAGEMENT, INC.	Former SEC adviser	Oct 19, 2009	Feb 10, 2010	no	MILWAUKEE, WI	Previous registration
CAPITAL INVESTMENT SERVICES OF AMERICA INC	Independent wealth	Nov 24, 2004	Mar 30, 2009	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SVA WEALTH MANAGEMENT, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Jan 13, 2021	Jan 2, 2021	-11	Firm change	RIA to ibd
SVA WEALTH MANAGEMENT, INC.	SVA WEALTH MANAGEMENT, LLC	Jan 4, 2012	Jan 4, 2012	0	Firm change	Other
NEXT GENERATION WEALTH MANAGEMENT, INC.	SVA WEALTH MANAGEMENT, INC.	Feb 10, 2010	Mar 10, 2010	28	Firm change	Other
CAPITAL INVESTMENT SERVICES OF AMERICA INC	NEXT GENERATION WEALTH MANAGEMENT, INC.	Mar 30, 2009	Oct 19, 2009	203	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
159216:116407:WI:2021-01-13	Jan 13, 2021	Jan 2, 2021	BROOKFIELD, WI	Firm change

Relationships

Registered with (5)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jan 2, 2021 to presentfactForm ADV
→ SVA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 4, 2012 to Jan 13, 2021factForm ADV
→ SVA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 10, 2010 to Jan 4, 2012factForm ADV
→ NEXT GENERATION WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 19, 2009 to Feb 10, 2010factForm ADV
→ CAPITAL INVESTMENT SERVICES OF AMERICA INCRegistered adviserregistration: previous registration
Nov 24, 2004 to Mar 30, 2009factForm ADV

Dated events

No dated event names this entity yet.