Kelly
Fischer

Wealth Enhancement Advisory Services, LLC

CRD#6046304
Investment Advisor
in Minneapolis, MN

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About this Advisor

Kelly Fischer is a certified financial planner who works out of Minneapolis, Minnesota, with 9 years of industry experience. Fischer is currently employed by Wealth Enhancement Advisory Services, LLC. During their career, the advisor has held roles at Lpl Financial, Wealth Enhancement Group, Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. Fischer holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Wealth Enhancement Advisory Services, LLC is an advisory company operating out of Minneapolis, MN. It handles $56 billion in assets among its 128,050 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 128,050 accounts, 27% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a diverse set 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 advisory fees largely are based on which services are provided. Fees billed by Wealth Enhancement Advisory Services, LLC may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 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

Kelly Fischer Work History

Kelly has been registered as a financial advisor for 9 years.*

2012 - Present (12 years)

Lpl Financial

2012 - Present (12 years)

Wealth Enhancement Group

2012 - Present (12 years)

Wealth Enhancement Brokerage Services

2012 - Present (12 years)

Wealth Enhancement Advisory Services

*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 Kelly Fischer 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

Reginald Hunnicutt
Minneapolis, MN
Austin Thielen
Minneapolis, MN
Chloe Briel
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Kevin Saylor
Alpharetta, GA
Devin Hanson
Saint Helena, CA
Emily Reidenouer
Charlotte, NC
Cindy Hyde
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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