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Kevin Smith

Wealth Enhancement Advisory Services, LLC

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About Kevin Smith

Kevin Smith is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Kevin has over 10 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Kevin is also a Certified Financial Planner. Kevin specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.

Firm Information

Kevin Smith is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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Kevin Smith’s Registration & Firm History

PA

07/10/2024 - Present

Wealth Enhancement Advisory Services, LLC (MALVERN PA)

PA

07/01/2021 - 08/01/2024

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

12/09/2013 - 10/21/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 07/31/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Smith.
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