Elizabeth Kaselnak
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
9 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
9 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2024 to now
- Wealth Enhancement Brokerage ServicesJun 2024 to now
- Wealth Enhancement GroupJun 2024 to now
- LPL Financial LLCJul 2024 to Jun 2025
- RBC Capittal Markets, LLCApr 2023 to Jun 2024
- LPL Financial LLCApr 2022 to Apr 2023
- Wealth Enhancement GroupApr 2022 to Apr 2023
- RBC Wealth ManagementMay 2017 to Apr 2022
- Muddy Waters RestaurantOct 2016 to May 2017
- A Face Project PodcastSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 6824764
- Firm CRD
- 116407