Kelly Marlene Willi
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
16 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
16 years in the industry.
- Wealth Enhancement Advisory Services, LLCMar 2025 to now
- Wealth Enhancement Brokerage ServicesMar 2025 to now
- Wealth Enhancement GroupMar 2025 to now
- LPL Financial LLCMay 2024 to Feb 2025
- Baxter Credit UnionApr 2024 to Feb 2025
- Bcu Wealth Advisors LLCApr 2024 to Feb 2025
- JP Morgan Chase & Co.Sep 2023 to Apr 2024
- Charles Schwab and Co., Inc.Dec 2022 to Jun 2023
- TD Ameritrade, Inc.Oct 2010 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
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
- 5314950
- Firm CRD
- 116407