Kelly Weis
Kelly Weis is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Hanover, MN, with 24 years of industry experience. Kelly is also registered as a broker, so some compensation may come from commissions on products sold. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Hanover, MN
Get directionsHistory
Regulatory History (1)
Financial
November 2016Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Brokerage Services, LLC
Previous Registrations
Prudential Financial Planning Services
Prudential Customer Solutions LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allianz Life Financial Services, LLCBroker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
RBC Dain Rauscher INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations11 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.