BK
BK

Besiana Kingji

13 Years of Experience
Plymouth, MN
1 DisclosureBroker

Besiana Kingji is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 13 years of industry experience. Besiana 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

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.

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Location

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

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2013
Other Business Activities

Besiana operates under the DBA Wealth Enhancement Group for her LPL business since 2020. This activity is investment-related and takes up all of Besiana's time.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
October 2021 - Present · 4 yrs 7 mos
Wealth Enhancement Brokerage Services, LLC
September 2021 - Present · 4 yrs 8 mos
Wealth Enhancement Brokerage Services, LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
LPL Financial LLC
August 2021 - October 2021 · 2 mos
LPL Financial LLCBroker
February 2021 - June 2025 · 4 yrs 4 mos
PNC Investments
June 2013 - May 2016 · 2 yrs 11 mos
PNC InvestmentsBroker
June 2013 - May 2016 · 2 yrs 11 mos
Strategic Advisers, INC.
April 2012 - March 2013 · 11 mos
Fidelity Brokerage Services LLCBroker
September 2007 - March 2013 · 5 yrs 6 mos
State Registrations1 state
MN
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.