Kenneth
Lynn

Wealth Enhancement Advisory Services, LLC

CRD#2710101
Investment Advisor
in Great Neck, NY

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About this Advisor

Kenneth Lynn is a financial advisor based in Great Neck, New York with 1 year of industry experience. Lynn works at Wealth Enhancement Advisory Services, LLC. During their career, the advisor has held roles at Wealth Enhancement Advisory Services, Charles Schwab & Co., Inc, Charles Schwab Bank, Kings Point Capital Management LLC and Wealth Enhancement Group. Lynn has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York and Ohio. Wealth Enhancement Advisory Services, LLC is an advisory firm operating out of Minneapolis, MN. It has $56 billion in total assets between its 128,050 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a wide 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 fee schedules depend on which service is offered. However, fee types charged by Wealth Enhancement Advisory Services, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

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

60 Cuttermill Rd Suite 516
Great Neck, NY 11021

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

NY Average: 8,262
Average Account Size

$440,396

NY 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

Kenneth Lynn Work History

Kenneth has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2022 - Present (2 years)

Wealth Enhancement Group

2019 - 2022 (3 years)

Kings Point Capital Management LLC

2005 - 2019 (14 years)

Charles Schwab Bank

1999 - 2019 (20 years)

Charles Schwab & Co., 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 Kenneth Lynn 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

Jason Beaird
Brentwood, TN
Brian Lomax
Goshen, NY
Reginald Hunnicutt
Minneapolis, MN
David Fox
Denver, CO
Kevin Saylor
Alpharetta, GA
Austin Thielen
Minneapolis, MN
Cindy Hyde
Minneapolis, MN
Laura Brantley
Houston, TX

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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