Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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