Kate Elizabeth Maier
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$122.2BFirm assets
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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
19 years in the industry.
- Wealth Enhancement Advisory Services, LLCJan 2014 to now
- Wealth Enhancement Adsvisory ServicesJan 2014 to now
- Wealth Enhancement Brokerage Services, LLCSep 2007 to now
- Wealth Enhancement Group, LLCMay 2007 to now
- LPL Financial, LLCMay 2007 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4339483
- Firm CRD
- 116407