Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin O'Brien is a financial advisor with over 35 years of experience in the industry. Kevin is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Wealth Enhancement Advisory Services, LLC, which is a Registered Investment Advisor (RIA) firm. Kevin is also a registered representative of LPL Financial, a broker-dealer firm. Kevin is licensed in multiple states and holds several industry licenses, including Series 7, Series 24, Series 31, and SIE. Kevin has a history of working for well-known firms such as American Express Financial Advisors Inc., IDS Life Insurance Company, and Commonwealth Financial Network.
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
07/09/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MA
05/02/2016 - 12/21/2022
TRIAD ADVISORS LLC (Northborough MA)
MA
06/15/1995 - 04/29/2016
COMMONWEALTH FINANCIAL NETWORK (NORTHBORO MA)
MN
09/20/1988 - 06/05/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/20/1988 - 06/05/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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