Kelly Marie Weis

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

• 12/2005 → 10/2017
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 04/2008 → 10/2017
  Allianz Life Financial Services, Llc.
  Minneapolis, MN
• 10/2017 → 11/2024
  Pruco Securities, Llc.
  Plymouth, MN
• 10/2017 → 11/2024
  Prudential Insurance Company Of America
  Plymouth, MN
• 01/2018 → 12/2020
  Prudential Customer Solutions Llc
  Plymouth, MN
• 03/2025 → 07/2025
  Wealth Enhancement Group
  Plymouth, MN
• 07/2025 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 07/2025 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 07/2025 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 12/2024 → 02/2025
  Unemployed
  Hanover, MN

Previous Registrations

• 2018-01-11 → 2024-12-10
  Pruco Securities, Llc.
  Plymouth, MN
  Newark, NJ
  Minneapolis, MN
  Hanover, MN
  Newark, NJ
• 2018-01-11 → 2020-12-31
  Prudential Select Strategies Llc
  Plymouth, MN

Other Businesses

1. WEALTH ENHANCEMENT ADVISORY SERVICES (WEAS) - INVESTMENT RELATED - PLYMOUTH, MN - RIA FIRM - IAR - START DATE 07/2025 - ADVISORY SERVICES OFFERED THROUGH WEAS - 20 HOURS SPENT PER MONTH WITH 20 HOURS DURING TRADING. 2. BUFFALO BISON CHEERLEADING - NON-INVESTMENT RELATED - HANOVER, MN - PRESIDENT - 20 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-01
• S63 Uniform Securities Agent State Law Examination
  2003-05-20

Other Names

• Kelly Marie Severson
• Kelly Marie Severson