Max
Kayajanian

Wealth Enhancement Advisory Services, LLC

CRD#5932956
Investment Advisor
in Minneapolis, MN

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About this Advisor

Max Kayajanian is a certified financial planner who works in Minneapolis, Minnesota, who has 2 years of relevant experience. Kayajanian is an advisor for Wealth Enhancement Advisory Services, LLC. Kayajanian has gained experience at Oakwood Capital Management LLC, Morgan Stanley, Capital Group/American Funds, Long Beach State, Oakwood Captial Management LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Kayajanian holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in California. Wealth Enhancement Advisory Services, LLC is an advisory company operating out of Minneapolis, MN. It administers $56 billion in assets among its 128,050 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually depend on which service is offered. Fee types billed by Wealth Enhancement Advisory Services, LLC may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

505 North Hwy 169 Suite 900
Minneapolis, MN 55441

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

MN Average: $5,289,111,388
Total Number of Accounts

128,050

MN Average: 8,262
Average Account Size

$440,396

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Max Kayajanian Work History

Max has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2018 - 2021 (3 years)

Oakwood Capital Management LLC

2017 - 2018 (1 year)

Oakwood Capital Management LLC

2014 - 2017 (3 years)

Oakwood Captial Management LLC

2013 - 2013 (< 1 year)

Morgan Stanley

2013 - 2014 (1 year)

Capital Group/American Funds

2008 - 2013 (5 years)

Long Beach State

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Max Kayajanian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

William Buhr
Itasca, IL
Myra Natter
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Michael Jette
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Charles Campbell
Minneapolis, MN
Gideon Hicks
Green Bay, WI
Chloe Briel
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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