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Kelli Kaye Liepke

Wealth Enhancement Brokerage Services, LLC

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About Kelli Kaye Liepke

Kelli Kaye Liepke is a financial advisor with over 15 years of experience in the financial services industry. Kelli currently works at Wealth Enhancement Brokerage Services, LLC in Plymouth, Minnesota. Kelli has also been registered with LPL Financial LLC. Kelli is licensed to provide investment advice in Minnesota.

Firm Information

Kelli Liepke is currently registered with Wealth Enhancement Brokerage Services, LLC. Wealth Enhancement Brokerage Services, LLC is a Limited Liability Company formed in June 2003. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

54

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.

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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Kelli Liepke’s Registration & Firm History

MN

01/26/2011 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

MN

07/27/2006 - 12/15/2010

CRI SECURITIES, LLC (MINNEAPOLIS MN)

MN

07/27/2006 - 12/15/2010

SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelli Kaye Liepke.
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