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Kristina L Christenson

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

CRD 5916888

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-18
  • MN RA
    APPROVED
    Since 2025-08-18

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith, Inc. Wayzata MN 04/2011 02/2024
Bank Of America, N.A. St. Paul MN 06/2011 02/2024
Wealth Enhancement Group Plymouth MN 08/2025 Present
Wealth Enhancement Brokerage Services Plymouth MN 08/2025 Present
Wealth Enhancement Advisory Services Plymouth MN 08/2025 Present
Northern Taphouse Lakeville MN 07/2021 Present
  • 04/2011 → 02/2024
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Wayzata, MN
  • 06/2011 → 02/2024
    Bank Of America, N.A.
    St. Paul, MN
  • 08/2025 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 08/2025 → Present
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 08/2025 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 07/2021 → Present
    Northern Taphouse
    Lakeville, MN
Previous Registrations
  • 2023-03-16 → 2024-02-23
    Wayzata, MN
    Houston, TX
    Wayzata, MN
    Chicago, IL
    Houston, TX
    Princeton, NJ
    Saint Paul, MN
    Minneapolis, MN
    Oak Brook, IL
    Denver, CO
    New York, NY
    Apple Valley, MN
    New York, NY
    Saint Paul, MN
    New York, NY
    Wayzata, MN
    Saint Paul, MN
Other Businesses

1. NORTHERN TAPHOUSE - NON-INVESTMENT RELATED - LAKEVILLE, MN - SERVER - START DATE 07/2021 - PART TIME SERVER AT LOCAL RESTAURANT - 24 HOURS SPENT PER MONTH WITH 0 HOURS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-15
S63 Uniform Securities Agent State Law Examination 2011-08-01
  • S65 Uniform Investment Adviser Law Examination
    2023-03-15
  • S63 Uniform Securities Agent State Law Examination
    2011-08-01
Other Names
  • Kristina Lynn Severson
  • Kristina Lynn Christenson
  • Kristina L Christenson
  • Kristina Kuhlmann
  • Kristy Kuhlmann

View on SEC IAPD

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