KM
KM

Kyle Marks

14 Years of Experience
Plymouth, MN
1 DisclosureBroker

Kyle Marks is a registered investment advisor, based in Plymouth, MN, with 14 years of industry experience.

Location

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

Get directions

History

Regulatory History (1)
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.
Financial
December 2025
Pending
Other Business Activities

Kyle operates Wealth Enhancement Group as a DBA for his LPL business. He also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
December 2024 - Present · 1 yr 5 mos
Wealth Enhancement Brokerage Services, LLC
December 2024 - Present · 1 yr 5 mos
Wealth Enhancement Brokerage Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLCBroker
December 2024 - June 2025 · 6 mos
Credit Union Investment Services
November 2011 - November 2024 · 13 yrs
Secu Brokerage ServicesBroker
July 2011 - November 2024 · 13 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.