John
Kahle

Wealth Enhancement Advisory Services, LLC

CRD#2167483
Investment Advisor
in Cincinnati, OH

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About this Advisor

John Kahle is a certified financial planner based in Cincinnati, Ohio. Kahle works at Wealth Enhancement Advisory Services, LLC. During their career, Kahle has held roles at Charles Schwab & Co., Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Empower Financial Services, Inc, Empower Advisory Group, LLC, Wealth Enhancement Advisory Services, Garrett Investment Advisors, LLC, Gwfs Equities, Inc, Celebrate Financial Planning, LLC, Lpl Financial and Wealth Enhancement Group. Kahle maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to serve investors in Ohio. Wealth Enhancement Advisory Services, LLC is a registered investment business based out of Minneapolis, MN. It handles $56 billion in total assets between its 128,050 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 128,050 accounts, 27% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs 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 management fees largely vary depending on which services the firm provides the client. Fee types charged by Wealth Enhancement Advisory Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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

9360 Montgomery Rd
Cincinnati, OH 45242

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

OH Average: 8,262
Average Account Size

$440,396

OH 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 Kahle Work History

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

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2023 - Present (1 year)

Lpl Financial

2023 - Present (1 year)

Wealth Enhancement Group

2022 - 2022 (< 1 year)

Empower Financial Services, Inc

2022 - 2022 (< 1 year)

Empower Advisory Group, LLC

2022 - 2022 (< 1 year)

Gwfs Equities, Inc

2021 - 2022 (1 year)

Garrett Investment Advisors, LLC

2021 - 2023 (2 years)

Celebrate Financial Planning, LLC

2015 - 2020 (5 years)

Tiaa

2015 - 2020 (5 years)

Tiaa-Cref Individual & Institutional Services, LLC

2012 - 2015 (3 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 John Kahle 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

Michael Jette
Minneapolis, MN
Charles Campbell
Minneapolis, MN
Chloe Briel
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Kevin Saylor
Alpharetta, GA
Cindy Hyde
Minneapolis, MN
Emily Reidenouer
Charlotte, NC
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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