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Terry William Kerber

Wealth Enhancement Advisory Services, LLC

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About Terry William Kerber

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.

Firm Information

Terry Kerber 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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Terry Kerber’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Terry William Kerber. Review regulatory record here.
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