Kathleen Woods
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
12 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
12 years in the industry.
- Wealth Enhancement Brokerage ServicesOct 2024 to now
- Wealth Enhancement Advisory Services, LLCJun 2024 to now
- LPL Financial LLCJun 2024 to now
- Wealth Enhancement GroupJun 2024 to now
- Seung Ni Fit ClubFeb 2023 to now
- Wealth Enhancement Brokerage ServicesJun 2024 to Sep 2024
- Raymond James Financial Services Advisors, Inc.Aug 2023 to Jun 2024
- Raymond James Financial Services, IncAug 2023 to Jun 2024
- Gavin Financial GroupJul 2023 to Jun 2024
- Benjamin F. Edwards & Company, Inc.Jul 2021 to Aug 2023
- Wells Fargo Clearing Services, LLCJan 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6038593
- Firm CRD
- 116407