Unclaimed
Terry Kerber has been a financial advisor since 1996. Terry is registered to provide investment advice in Minnesota and Texas through Wealth Enhancement Advisory Services, LLC. Terry also provides investment advice and financial planning services to clients through Wealth Enhancement Brokerage Services and is registered with LPL Financial LLC. Terry has a strong track record of providing investment advice and financial planning services to individuals and businesses. Terry is committed to helping clients achieve their financial goals.
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
11/01/2023 - Present
Wealth Enhancement Advisory Services, LLC (EDEN PRAIRIE MN)
MN
10/10/1996 - 02/14/2018
SII INVESTMENTS, INC. (EDEN PRAIRIE MN)
AZ
05/16/1996 - 10/11/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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