Kelly
Lagore
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Kelly Lagore is a certified financial planner who works in Minneapolis, Minnesota with 2 years of industry experience. Lagore is an employee of Wealth Enhancement Advisory Services, LLC. Over the course of their career, they have held roles at Homemaker, Robert W Baird & Co. Inc, Sva Plumb Wealth Management, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Lpl Financial LLC. Lagore maintains Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to serve investors in Wisconsin. Wealth Enhancement Advisory Services, LLC is an advisory company headquartered in Minneapolis, MN. It oversees $56 billion in assets among its 128,050 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 128,050 accounts, 27% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a wide set 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. Fees charged by financial advisors usually are based on the type of services. However, fees charged by Wealth Enhancement Advisory Services, LLC can consist 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
Kelly Lagore Work History
Kelly has been registered as a financial advisor for 2 years.*
Wealth Enhancement Group
Lpl Financial LLC
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Sva Plumb Wealth Management, LLC
Robert W Baird & Co. Inc
Homemaker
*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 Lagore 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
Itasca, IL
Denver, CO
Houston, TX
Walnut Creek, CA
Alpharetta, GA
Minneapolis, MN
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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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.
