Konrad Karwowski
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$122.2BFirm assets
Are you Konrad Karwowski? Claim your profile
Contact this firm
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
12 years in the industry.
- Wealth Enhancement Advisory Services, LLCJul 2025 to now
- Wealth Enhancement GroupJul 2025 to now
- Mercer Global Advisors Inc.Dec 2023 to Jul 2025
- CostcoJul 2023 to Dec 2023
- UnemployedAug 2022 to Jul 2023
- Better Mortgage Inc.Feb 2020 to Aug 2022
- UnemployedAug 2019 to Feb 2020
- E*trade Capital Management LLCSep 2018 to Jul 2019
- E*trade Securities LLCSep 2018 to Jul 2019
- UnemployedAug 2017 to Aug 2018
- Excalibur Financial Services LLCOct 2013 to Aug 2017
- Triad Advisors, Inc.Oct 2013 to Jul 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4800036
- Firm CRD
- 116407