Kyle M Larson
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
6 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
6 years in the industry.
- Wealth Enhancement Advisory Services, LLCDec 2019 to now
- Wealth Enhancement GroupNov 2018 to now
- Wealth Enhancement Brokerage ServicesDec 2019 to Sep 2020
- LPL Financial, LLCOct 2018 to May 2020
- Mwa Financial Services IncAug 2018 to Nov 2018
- Modern Woodmen of AmericaJul 2018 to Nov 2018
- Roaring Fork LLCJan 2018 to May 2018
- Boys and Girls Club of AmericaSep 2017 to Dec 2017
- Great Lakes Wine and SpiritsJun 2017 to Aug 2017
- University of Wisconsin-whitewaterAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 7007196
- Firm CRD
- 116407