Bret
Kaye
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Bret Kaye is a certified financial planner working out of Warren, New Jersey with 4 years of relevant experience. Kaye is an employee of Wealth Enhancement Advisory Services, LLC. Over the course of their career, they have held roles at The Kislak Company, Inc, Aepg Wealth Strategies, The Palace, Seton Hall, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Kaye can advise clients in New Jersey. Wealth Enhancement Advisory Services, LLC is a registered investment business operating out of Minneapolis, MN. It controls $56 billion in total assets across its 128,050 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 128,050 customer accounts, 27% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC has a number 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 which services are provided. Fee types charged by Wealth Enhancement Advisory Services, LLC can include some combination 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
Bret Kaye Work History
Bret has been registered as a financial advisor for 4 years.*
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Aepg Wealth Strategies
The Palace
The Kislak Company, Inc
Seton Hall
*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 Bret Kaye 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
Walnut Creek, CA
Minneapolis, MN
Minneapolis, MN
Saint Helena, CA
Alpharetta, GA
Warren, NJ
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.
