Kelly Marie Weis
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2025 to now
- Wealth Enhancement Brokerage ServicesJul 2025 to now
- Wealth Enhancement GroupMar 2025 to now
- UnemployedDec 2024 to Feb 2025
- Prudential Customer Solutions LLCJan 2018 to Dec 2020
- Pruco Securities, LLC.Oct 2017 to Nov 2024
- Prudential Insurance Company of AmericaOct 2017 to Nov 2024
- Allianz Life Financial Services, LLC.Apr 2008 to Oct 2017
- Allianz Life Insurance Company of North AmericaDec 2005 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- 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
- 4380241
- Firm CRD
- 116407