Kevin Zasada
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2025 to now
- Wealth Enhancement GroupAug 2025 to now
- Wealth Enhancment Advisory ServicesAug 2025 to now
- Empower Financial Services, IncFeb 2024 to Jan 2025
- Empower Advisory Group, LLCApr 2023 to Jul 2025
- Personal Capital Advisors CorporationNov 2021 to Apr 2023
- Fisher InvestmentsMar 2019 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6698782
- Firm CRD
- 116407