Unclaimed
Shad Ketcher is a financial advisor with over 27 years of experience in the industry. Shad is currently registered with Wealth Enhancement Advisory Services, LLC, and has been with the firm since May 2023. Previously, Shad was registered with J.W. COLE FINANCIAL, INC. and FINANCIAL ADVISERS OF AMERICA, LLC. Shad is a registered representative and investment advisor representative in multiple states. Shad's experience includes providing investment advisory services, financial planning, and pension consulting. He also holds a Series 6, Series 7, and Series 63 license.
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
05/17/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
05/10/2013 - 05/02/2023
J.W. COLE FINANCIAL, INC. (HUTCHINSON MN)
MN
08/31/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (HUTCHINSON MN)
MN
03/31/1999 - 08/31/2009
MUTUAL SERVICE CORPORATION (HUTCHINSON MN)
CA
06/26/1996 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
11/24/1995 - 06/27/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/24/1995 - 06/27/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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