Katie Marie Biedler
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCMar 2026 to now
- Wealth Enhancement Brokerage ServicesMar 2026 to now
- Wealth Enhancement GroupMar 2026 to now
- LPL Financial LLCMay 2024 to Mar 2026
- Old National BankMay 2024 to Mar 2026
- Alight Financial SolutionsFeb 2022 to May 2024
- Aston CarterJan 2022 to Feb 2022
- U.S. Bancorp Investments, Inc.Jul 2021 to Jan 2022
- U.S. BankDec 2019 to Jan 2022
- VisionworksMay 2019 to Dec 2019
- Saint Cloud State UniversityAug 2018 to May 2019
- Cetera Financial GroupAug 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
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
- 6689764
- Firm CRD
- 116407