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Kimberly Higgins Day

Investment adviser representative at Wealth Enhancement Advisory Services, LLC
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Wealth Enhancement Advisory Services, LLCFeb 2026 to now
  2. Wealth Enhancement GroupFeb 2026 to now
  3. Christopher WeilSep 2023 to Dec 2025
  4. Charles Schwab & Co., Inc.Sep 2023 to Sep 2023
  5. TD AmeritradeApr 2020 to Sep 2023
  6. Bank of America, N.A.May 2018 to Apr 2020
  7. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Apr 2020
  8. Higgins Capital Management, Inc.Jan 2013 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
5678952
Firm CRD
116407
Advisor's SEC record (opens in a new tab)
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