Samuel
Kiefer
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Samuel Kiefer is a financial advisor based in Minneapolis, Minnesota with 1 year of relevant experience. Kiefer works at Wealth Enhancement Advisory Services, LLC. During their career, the advisor has held roles at Rpg Family Wealth Advisory, LLC, Purshe Kaplan Sterling Investments, Inc, Triad Advisors LLC, Lpl Financial LLC, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, Pinnacle Private Wealth, LLC and Wealth Enhancement Group. Kiefer has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts and Texas. Wealth Enhancement Advisory Services, LLC is an advisory business that has its headquarters in Minneapolis, MN. It administers $56 billion in total assets among its 128,050 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 128,050 accounts, 27% are associated with high-net-worth individuals who have more than $1 million in assets. The business provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely vary depending on the type of services. Fees billed by Wealth Enhancement Advisory Services, LLC most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
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
Samuel Kiefer Work History
Samuel has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Wealth Enhancement Advisory Services
Wealth Enhancement Brokerage Services
Wealth Enhancement Group
Triad Advisors LLC
Pinnacle Private Wealth, LLC
Rpg Family Wealth Advisory, LLC
Purshe Kaplan Sterling Investments, Inc
*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 Samuel Kiefer 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Walnut Creek, CA
Alpharetta, GA
Itasca, IL
Charlotte, NC
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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