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CFP

Nicholas Kvamme

Wealth Enhancement Advisory Services, LLC
20 Years of Experience
Sartell, MN
Broker
View SEC Summary
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Nicholas Kvamme is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Sartell, MN, with 20 years of industry experience. Nicholas 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.

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
—
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Location

2351 Connecticut Ave, Suite 310, Sartell, MN, 56377

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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

Nicholas operates his LPL business under the DBA Wealth Enhancement Group. He is also associated with Wealth Enhancement Advisory Services, LLC, a registered investment advisor providing asset management and financial planning services, and Kvamme Holdings, LLC, a business entity for tax/investment purposes only where he spends no time.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
June 2011 - Present · 15 yrs 4 mos
Wealth Enhancement Brokerage Services, LLCBroker
April 2007 - Present · 19 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
March 2007 - June 2025 · 18 yrs 3 mos
LPL Financial LLC
March 2007 - May 2011 · 4 yrs 2 mos
Wells Fargo Investments, LLC
December 2005 - May 2006 · 5 mos
Wells Fargo Investments, LLCBroker
October 2005 - May 2006 · 7 mos
State Registrations18 states
AZCACOFLGAIAIDILINMDMNMTNDNVNYSDTXWI
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.
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