Kevin Meehan
Kevin Meehan is a CFP, ChFC-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Itasca, IL, with 40 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
100 Pierce Rd, Suite 105, Itasca, IL, 60143
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin owns DHC Realty, a real estate business, since 2013. He also sells fixed annuities, insurance, disability, and long-term care insurance through Wealth Enhancement Group. Additionally, Kevin provides investment advisory services through Wealth Enhancement Advisory Services, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Summit Wealth Advisors LLC
Raymond James Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Derand/pennington/bass, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Investment Management & Research, INCBroker
Comprehensive Financial Planning Securities, INC.Broker
First Affiliated Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln National Pension Insurance CompanyBroker
State Registrations23 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.