Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane McKinley is a financial advisor with over 17 years of experience in the financial services industry. Jane currently holds the Series 66, Series 7 and Series 31 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Jane's current employment is with Wealth Enhancement Advisory Services, LLC in Plymouth, MN. Prior to her current role, Jane was employed at LPL Financial LLC, Ameriprise Financial Services, LLC, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Jane works with a variety of clients including high net worth individuals, charitable organizations, corporations, pension and profit sharing plans, and individuals other than high net worth. Jane specializes in providing financial planning, portfolio management, educational seminars and selection of other advisers.
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
09/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
06/29/2021 - 12/12/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
01/27/2011 - 05/24/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Edina MN)
MN
04/02/2007 - 02/02/2009
MORGAN STANLEY & CO. INCORPORATED (WAYZATA MN)
MN
06/03/2004 - 04/02/2007
MORGAN STANLEY DW INC. (WAYZATA MN)
BOTH
Issued 06/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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