Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Kerber is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Conrad has been in the financial services industry since December 1996. Conrad is registered with the state of Minnesota and Texas as an Investment Advisor Representative. Conrad also holds the following securities licenses: Series 7, Series 24, Series 31, Series 63, and Series 65. Conrad is also a Registered Principal with LPL Financial LLC. Conrad provides financial planning, pension consulting, and educational seminars in addition to portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
11/02/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
12/03/1996 - 02/14/2018
SII INVESTMENTS, INC. (EDEN PRAIRIE MN)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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