Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry John Prazak is a financial advisor currently registered with Wealth Enhancement Advisory Services, LLC. Kerry has been in the industry for over 19 years and has experience with Edward Jones, Fidelity Brokerage Services LLC, and East Lake Financial, LLC. Kerry is licensed in Texas and has a Series 7, Series 63, and Series 66. Kerry is also a Certified Financial Planner. Kerry's current role with Wealth Enhancement Advisory Services, LLC, focuses on providing financial planning and investment management for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
MN
07/24/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
TX
09/13/2005 - 05/06/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MO
03/09/2004 - 08/29/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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