Kelly Lagore is a CFP-designated registered investment advisor, based in Pewaukee, WI, with 11 years of industry experience. Kelly is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Pewaukee, WI
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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.
Learn about disclosures →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Wealth Enhancement Brokerage Services, LLC
January 2024 - Present · 2 yrs 9 mos
Wealth Enhancement Advisory Services, LLC
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
December 2022 - December 2023 · 1 yr
Sva Wealth Management, LLC
August 2018 - January 2021 · 2 yrs 5 mos
Robert W. Baird & CO. Incorporated
March 2015 - July 2018 · 3 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
November 2014 - July 2018 · 3 yrs 8 mos
State Registrations1 state
WI
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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