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CFP
KB
CFP

Kenneth Bollinger

Wealth Enhancement Advisory Services, LLC
30 Years of Experience
Raleigh, NC
View SEC Summary
View SEC Summary

Kenneth Bollinger is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Raleigh, NC, with 30 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1511 Sunday Dr, Suite 214, Raleigh, NC, 27607

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kenneth is an investment adviser representative at Emerald Investment Partners and conducts advisory services and securities business through Madison Oaks Wealth Partners, both since 2017. He spends nearly full-time hours per month on these activities, with slightly less time during trading.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
July 2026 - Present · 3 mos
Previous Registrations
Wealthshield Partners, LLC
May 2017 - July 2026 · 9 yrs 2 mos
Niagara International Capital LimitedBroker
May 2017 - December 2017 · 7 mos
Principal Securities, INC.
August 2016 - May 2017 · 9 mos
Principal Securities, INC.Broker
August 2016 - May 2017 · 9 mos
Raymond James & Associates, INC.Broker
May 2012 - July 2016 · 4 yrs 2 mos
Oppenheimer & CO. INC.Broker
January 2008 - April 2012 · 4 yrs 3 mos
Cibc World Markets CORP.Broker
November 1995 - January 2008 · 12 yrs 2 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.
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