Kelly Renee Fischer

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

Authority	Category	Status	Date
MN	RA	APPROVED	2014-01-02

MN RA
APPROVED

Since 2014-01-02

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial	Oakdale	MN	03/2012	06/2025
Wealth Enhancement Group	Plymouth	MN	03/2012	Present
Wealth Enhancement Brokerage Services	Plymouth	MN	07/2012	Present
Wealth Enhancement Advisory Services	Plymouth	MN	09/2012	Present

03/2012 → 06/2025

Lpl Financial

Oakdale, MN
03/2012 → Present

Wealth Enhancement Group

Plymouth, MN
07/2012 → Present

Wealth Enhancement Brokerage Services

Plymouth, MN
09/2012 → Present

Wealth Enhancement Advisory Services

Plymouth, MN

Other Businesses

1. 6/21/12- WEALTH ENHANCEMENT GROUP/ DBA/ PLYMOUTH, MN. 2. 09/06/2012: WEALTH ENHANCEMENT ADVISORY SERVICES / REGISTERED INVESTMENT ADVISOR / TIME SPENT 10% / PLYMOUTH, MN. 3. 11/21/2013: OTHER - NOTARY PUBLIC - TIME SPENT 1% - WOODBURY, MN.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-08-30
S65	Uniform Investment Adviser Law Examination	2007-02-06

S66 Uniform Combined State Law Examination

2012-08-30
S65 Uniform Investment Adviser Law Examination

2007-02-06

Designations

Certified Financial Planner

View on SEC IAPD