Kellen
Taylor

Wealth Enhancement Advisory Services, LLC

CRD#5346204
Investment Advisor
in Minneapolis, MN

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About this Advisor

Kellen Taylor is a certified financial planner who works out of Minneapolis, Minnesota, who has 2 years of industry experience. Taylor is an advisor for Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Carroll Financial Associates, Inc, Cetera Advisor Networks LLC, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Wealth Enhancement Brokerage Services. Taylor has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Louisiana, North Carolina and Texas. Wealth Enhancement Advisory Services, LLC is a firm operating out of Minneapolis, MN. It handles $56 billion in assets under management across its 128,050 customer accounts, making it one of the biggest 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 greater than $1 million in assets. Wealth Enhancement Advisory Services, LLC offers 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. A financial advisor's fees usually are based on the services provided. However, fee types charged by Wealth Enhancement Advisory Services, LLC most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

Kellen Taylor Work History

Kellen has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial LLC

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2021 - Present (3 years)

Wealth Enhancement Brokerage Services

2013 - 2021 (8 years)

Cetera Advisor Networks LLC

2010 - 2021 (11 years)

Carroll Financial Associates, 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 Kellen Taylor 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

Deborah Pursey
Walnut Creek, CA
Cindy Hyde
Minneapolis, MN
Jason Beaird
Brentwood, TN
Austin Thielen
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
David Fox
Denver, CO
Bernard Smit
Walnut Creek, CA
Michael Jette
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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