TrueAdvisor
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KZ
CFP
KZ
CFP

Kimberly Zemke

Wealth Enhancement Advisory Services, LLC
4 Years of Experience
St Paul, MN
Broker
View SEC Summary
View SEC Summary

Kimberly Zemke is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in St Paul, MN, with 4 years of industry experience. Kimberly 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

St Paul, MN

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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

Kimberly is a notary since 2020. She also operates under the DBA Wealth Enhancement Group for her LPL business since 2021 and provides administrative support to Wealth Enhancement Advisory Services LLC, an independent investment advisor firm, dedicating full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
May 2022 - Present · 4 yrs 5 mos
Wealth Enhancement Brokerage Services, LLC
March 2022 - Present · 4 yrs 7 mos
Wealth Enhancement Brokerage Services, LLCBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
LPL Financial LLC
May 2022 - May 2022 · 0 mos
LPL Financial LLCBroker
November 2021 - June 2025 · 3 yrs 7 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.
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