EK
EK

Elizabeth Kaselnak

2 Years of Experience
Plymouth, MN
Broker

Elizabeth Kaselnak is a registered investment advisor, based in Plymouth, MN, with 2 years of industry experience.

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Elizabeth operates under the DBA Wealth Enhancement Group for her LPL business. She also provides investment advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
July 2024 - Present · 2 yrs
Wealth Enhancement Advisory Services, LLC
July 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLCBroker
July 2024 - June 2025 · 11 mos
RBC Capital Markets, LLC
October 2023 - July 2024 · 9 mos
RBC Capital Markets, LLCBroker
April 2023 - July 2024 · 1 yr 3 mos
LPL Financial LLCBroker
April 2023 - April 2023 · 0 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.
Elizabeth Kaselnak - Financial Advisor | TrueAdvisor