AdFi
DH

David Hm Baker

Investment Adviser Representative at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Boston, MACRD #2549952Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
2 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
MassachusettsNew Hampshire
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/30/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$999,999 or less1.50%
$1,000,000–$2,000,0001.25%
Over $2,000,0001.00%
Source

Wealth Enhancement Advisory Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCurrent
4/7/2021Boston, MA
NORTH AMERICAN MANAGEMENT CORP
6/30/20034/14/2021Boston, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Showing 12 of 976 in the directory

View WEALTH ENHANCEMENT ADVISORY SERVICES, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Hm Baker has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David Hm Baker - Financial Advisor in Boston, MA | AdvisorFinder