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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Eric Albert Flick

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

GREEN BAY, WI | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:d2ea9764-027f-46b0-17c7-17c4dc9405b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2014 to Sep 14, 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: Nov 26, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 26, 2013
First registration: Jan 28, 2014
Dual registered: no
IAPD individual key: 6151032

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	Apr 1, 2019	n/a	yes	GREEN BAY, WI\|PLYMOUTH, MN	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 30, 2015	May 5, 2015	no	GREEN BAY, WI	Previous registration
SUMMIT PLANNING GROUP LLC	Former SEC adviser	Apr 24, 2015	Apr 5, 2019	no	GREEN BAY, WI	Previous registration
CREDIT UNION INVESTMENT SERVICES	State registered	Jan 28, 2014	Mar 27, 2015	no	CHARLOTTE, NC	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
SUMMIT PLANNING GROUP LLC	LPL FINANCIAL LLC	Apr 5, 2019	Apr 30, 2015	-1,436	Firm change after gap	Other
LPL FINANCIAL LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	May 5, 2015	Apr 1, 2019	1,427	Firm change after gap	Other
CREDIT UNION INVESTMENT SERVICES	SUMMIT PLANNING GROUP LLC	Mar 27, 2015	Apr 24, 2015	28	Firm change	Other

Relationships

Registered with (4)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Apr 1, 2019 to presentfactForm ADV
→ SUMMIT PLANNING GROUP LLCRegistered adviserregistration: previous registration
Apr 24, 2015 to Apr 5, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Apr 30, 2015 to May 5, 2015factForm ADV
→ CREDIT UNION INVESTMENT SERVICESRegistered adviserregistration: previous registration
Jan 28, 2014 to Mar 27, 2015factForm ADV

Dated events

No dated event names this entity yet.