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Kelly Denise Bland

Wealth Enhancement Brokerage Services, LLC

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About Kelly Denise Bland

Kelly Bland is a financial advisor with Wealth Enhancement Brokerage Services, LLC. Kelly has been in the financial services industry since May 12, 1998. Kelly is registered with FINRA and the state of Texas. Kelly has a Series 7, Series 24, Series 63 and SIE.

Firm Information

Kelly Bland 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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Kelly Bland’s Registration & Firm History

MN

08/18/2016 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

TX

11/30/2011 - 03/12/2012

COMERICA SECURITIES (HOUSTON TX)

TX

02/09/2007 - 01/13/2012

LPL FINANCIAL LLC (HOUSTON TX)

TX

10/17/2001 - 03/02/2007

UVEST FINANCIAL SERVICES GROUP, INC. (HOUSTON TX)

LA

08/26/1999 - 10/18/2001

LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)

MN

12/01/1997 - 05/03/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

12/01/1997 - 08/27/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Denise Bland.
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