Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Meehan is a financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner and a Chartered Financial Consultant and currently works with Wealth Enhancement Advisory Services, LLC. Kevin has a strong background in helping individuals, families, and businesses achieve their financial goals. He is committed to providing personalized financial advice and guidance to help clients make informed decisions. He has held a variety of positions throughout his career, including positions at Lincoln Financial Advisors Corporation, Raymond James Financial Services, Inc., and First Affiliated Securities, Inc. Kevin is dedicated to helping clients reach their financial goals and has a proven track record of success.
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
IL
11/15/2013 - Present
Wealth Enhancement Advisory Services, LLC (ITASCA IL)
IL
02/22/2000 - 11/18/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (ITASCA IL)
IN
04/09/1991 - 02/29/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/18/1990 - 02/29/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
09/07/1990 - 04/12/1991
DERAND/PENNINGTON/BASS, INC.
FL
03/14/1990 - 09/05/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
09/25/1985 - 04/04/1990
LINCOLN FINANCIAL ADVISORS CORPORATION
IN
09/25/1985 - 04/04/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
09/25/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
10/20/1987 - 02/27/1988
COMPREHENSIVE FINANCIAL PLANNING SECURITIES, INC.
NA
02/19/1986 - 01/14/1988
FIRST AFFILIATED SECURITIES, INC.
IA
Issued 04/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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