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John Ronald Kahle

Wealth Enhancement Advisory Services, LLC

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About John Ronald Kahle

John Ronald Kahle is a financial advisor with over 30 years of experience in the industry. John is currently registered with Wealth Enhancement Advisory Services, LLC and has a Series 7, 6, 24, 26, and 66 license. John specializes in retirement planning, investment management, and financial planning. John has a long history of working with individuals and families as well as corporations and institutions. John is committed to helping clients reach their financial goals.

Firm Information

John Kahle is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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John Kahle’s Registration & Firm History

OH

06/03/2024 - Present

Wealth Enhancement Advisory Services, LLC (CINCINNATI OH)

OH

03/07/2023 - 03/13/2024

LPL FINANCIAL LLC (CINCINNATI OH)

MN

03/21/2023 - 03/06/2024

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)

CO

04/14/2022 - 10/04/2022

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

OH

09/03/2015 - 12/22/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CINCINNATI OH)

OH

03/15/2012 - 08/17/2015

CHARLES SCHWAB & CO., INC. (RICHFIELD OH)

OH

01/26/2011 - 02/10/2012

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

KY

01/01/2008 - 04/08/2010

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

PA

09/11/1991 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WEST CONSHOHOCKEN PA)

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Licenses & Designations

BOTH

Issued 05/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2022

Series 24 - General Securities Principal Examination

BC

Issued 11/28/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/13/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/1996

Series 7 - General Securities Representative Examination

BC

Issued 09/10/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Ronald Kahle.
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