Robert Kalman
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
31 yearsExperience
2 statesRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2026 to now
- Wealth Enhancement GroupAug 2026 to now
- Miramar Capital LLCOct 2017 to Jul 2026
- Saxony SecuritiesAug 2016 to Mar 2018
- Kalman Kushnir Capital IncNov 1995 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1841415
- Firm CRD
- 116407