Kara Boehm

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

• 03/2009 → 06/2022
  Rbc Capital Markets, Llc
  Charleston, WV
• 06/2022 → 06/2025
  Lpl Financial Llc
  Charleston, WV
• 12/2024 → Present
  Wealth Enhancement Advisory Services
  Charleston, WV
• 12/2024 → Present
  Wealth Enhancement Group
  Charleston, WV
• 12/2024 → Present
  Wealth Enhancement Brokerage Services
  Charleston, WV

Previous Registrations

• 2022-06-16 → 2025-06-25
  Lpl Financial Llc
  Charleston, WV
  Charleston, WV
  San Diego, CA
• 2009-03-13 → 2022-06-28
  Rbc Capital Markets, Llc
  Charleston, WV
• 2007-01-25 → 2009-03-13
  Ferris, Baker Watts, Llc
  Charleston, WV

Other Businesses

Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 11/16/2024 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 12/2024. 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.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-23

Other Names

• Kara Dawn Midkiff
• Kara Dawn Midkiff
• Kara Dawn Boehm