John
Kaiser

Wealth Enhancement Advisory Services, LLC

CRD#3268698
Investment Advisor
in Iselin, NJ

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About this Advisor

John Kaiser is a certified financial planner who works in Iselin, New Jersey. Kaiser works at Wealth Enhancement Advisory Services, LLC. Throughout their career, they have worked at Fcg Advisors LLC, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Wealth Enhancement Brokerage Services. Kaiser maintains a Series 63 license, which qualifies them as a securities broker, and is registered to serve investors in New Jersey. Wealth Enhancement Advisory Services, LLC is a registered investment business that has its headquarters in Minneapolis, MN. It has $56 billion in total assets among its 128,050 customer accounts, making it one of the largest investment 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 at least $1 million in investable assets. Wealth Enhancement Advisory Services, LLC provides 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. Financial advisory fee schedules typically vary depending on which services are provided. However, fee types charged by Wealth Enhancement Advisory Services, LLC most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

less than 1 year

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

100 Wood Ave S 6Th Floor
Iselin, NJ 08830

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

NJ Average: 8,262
Average Account Size

$440,396

NJ 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

John Kaiser Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Wealth Enhancement Group

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2023 - Present (1 year)

Wealth Enhancement Brokerage Services

2022 - Present (2 years)

Lpl Financial LLC

2014 - 2022 (8 years)

Raymond James Financial Services

2014 - 2022 (8 years)

Raymond James Financial Services Advisors Inc

2010 - 2014 (4 years)

Fcg Advisors LLC

*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 John Kaiser 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

Charles Campbell
Minneapolis, MN
David Fox
Denver, CO
Katy Chase
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Kevin Saylor
Alpharetta, GA
Myra Natter
Minneapolis, MN
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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