Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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