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Conrad Kerber

29 Years of Experience
Plymouth, MN
4 DisclosuresBrokerSells Insurance

Conrad Kerber is a registered investment advisor, based in Plymouth, MN, with 29 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 1997
Final
Customer Dispute
August 1997
Settled
Regulatory
March 1997
Final
Regulatory
March 1995
Final
Other Business ActivitiesSells Insurance

Conrad is a co-author of a book on biking and an agent for life insurance since 2018. Since late 2023, he also provides investment advisory services through Wealth Enhancement Advisory Services, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Wealth Enhancement Advisory Services, LLC
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
LPL Financial LLC
December 2023 - April 2024 · 4 mos
LPL Financial LLC
November 2023 - November 2023 · 0 mos
LPL Financial LLCBroker
February 2018 - June 2025 · 7 yrs 4 mos
LPL Financial LLC
February 2018 - November 2023 · 5 yrs 9 mos
Sii Investments, INC.
November 1998 - February 2018 · 19 yrs 3 mos
Sii Investments, INC.Broker
December 1996 - February 2018 · 21 yrs 2 mos
State Registrations21 states
AKAZCACOFLGAIAIDINMNMSNCNDNENVNYOKTXVAWAWI
AdvisorBrokerBoth

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.
Conrad Kerber - Financial Advisor | TrueAdvisor