Kevin M. O'BRien

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → 06/2024
  Peak Financial Services, Inc.
  Northboro, MA
• 05/2016 → 12/2022
  Triad Advisors, Inc.
  Norcross, GA
• 07/2024 → 06/2025
  Lpl Financial Llc
  Northborough, MA
• 07/2024 → Present
  Wealth Enhancement Group
  Northborough, MA
• 07/2024 → Present
  Wealth Enhancement Advisory Services
  Northborough, MA
• 07/2024 → Present
  Wealth Enhancement Brokerage Services
  Northborough, MA

Previous Registrations

• 2016-02-02 → 2024-10-17
  Peak Financial Services, Inc.
  Northborough, MA
• 2001-01-04 → 2016-04-29
  Commonwealth Financial Network
  Northboro, MA
  Northboro, MA
• 2005-03-07 → 2010-10-18
  Peak Financial Services, Inc.
  Northboro, MA

Other Businesses

1) 06/12/2024 - Vacation Rental Properties - Real Estate Rental - Co-Owner - Investment related - 1 Hour per month - Start date: 01/01/2020. 2) 06/12/2024 - BIOTECH BOOM - Other - Author - Investment related - 1% Time spent - Start date: 01/01/2019. 3) 06/12/2024 - Notary - Investment related - 1% Time spent - Start date: 11/27/2013. 4) 08/14/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/05/2024 - 160 Hours Per month/ 8 Hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 8/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. 5) Wealth Enhancement Group - Non-Investment Related - Northborough, MA - Fixed Insurance - Producer - Start Date: 07/2024 - 4 Hours Spent Per Month, 4 Hours Spent During Trading Hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-10-03

Designations

• Certified Financial Planner

Other Names

• Kevin Michael Obrien
• Kevin Obrien