Kelly Marlene Willi

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

• 10/2010 → 12/2022
  Td Ameritrade, Inc.
  Saint Paul, MN
• 12/2022 → 06/2023
  Charles Schwab And Co., Inc.
  Saint Paul, MN
• 09/2023 → 04/2024
  Jp Morgan Chase & Co.
  St. Paul, MN
• 04/2024 → 02/2025
  Bcu Wealth Advisors Llc
  Minneapolis, MN
• 05/2024 → 02/2025
  Lpl Financial Llc
  Minneapolis, MN
• 04/2024 → 02/2025
  Baxter Credit Union
  Minneapolis, MN
• 03/2025 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 03/2025 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 03/2025 → Present
  Wealth Enhancement Advisory Services
  Shakopee, MN

Previous Registrations

• 2024-04-15 → 2025-03-07
  Bcu Wealth Advisors, Llc
  Vernon Hills, IL
  Minneapolis, MN
• 2022-01-25 → 2023-06-27
  Charles Schwab & Co., Inc.
  Edina, MN
  Westlake, TX
• 2010-11-15 → 2023-06-27
  Td Ameritrade Investment Management, Llc
  St Paul, MN
  Edina, MN
• 2010-11-16 → 2022-10-14
  Td Ameritrade, Inc.
  St. Paul, MN
  Edina, MN
• 2008-06-02 → 2010-11-05
  Transamerica Financial Advisors, Llc
  St. Paul, MN

Other Businesses

YOUTH HOCKEY HUB - NON-INVESTMENT RELATED - MN - WORKER - START DATE: 01/2026 - 6 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS - OCCASIONALLY PAID TO HELP AT VARIOUS TASKS AT YOUTH HOCKEY TOURNAMENTS. MN STATE UNIVERSITY MANKATO - NON-INVESTMENT RELATED - MN - ADVISORY BOARD MEMBER - START DATE: 04/2026 - 1.5 HOURS SPENT PER MONTH, 0 HOURS SPENT DURING SECURITIES TRADING HOURS - ADVISORY BOARD FOR THE WOMEN IN LEADERSHIP WITH AI DRIVEN ENGAGEMENT CERTIFICATE PROGRAM AT MINNESOTA STATE UNIVERSITY MANKATO.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-30
• S63 Uniform Securities Agent State Law Examination
  2007-05-04

Other Names

• Kelly Marlene Mahoney
• Kelly Marlene Johnson
• Kelly Marlene Johnson
• Kelly Willi
• Kelly Marlene Mahoney
• Kelly Marlene Willi