Inactive

Kristen Cavaliere Boyd

Wealth Enhancement Advisory Services, LLC

CRD 6061952

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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

Authority	Category	Status	Date
MA	RA	APPROVED	2024-01-09

MA RA
APPROVED

Since 2024-01-09

Branch Locations

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

1575 Iyannough Rd Suite 1A, Hyannis, MA 02601 • 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
Asset Management Resources, Llc	Hyannis	MA	09/2011	12/2023
Wealth Enhancement Group	Hyannis	MA	01/2024	Present
Wealth Enhancement Advisory Services	Hyannis	MA	01/2024	Present

09/2011 → 12/2023

Asset Management Resources, Llc

Hyannis, MA
01/2024 → Present

Wealth Enhancement Group

Hyannis, MA
01/2024 → Present

Wealth Enhancement Advisory Services

Hyannis, MA

Previous Registrations

2013-05-28 → 2024-01-09

Asset Management Resources, Llc

Hyannis, MA

Centerville, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-05-20

S65 Uniform Investment Adviser Law Examination

2013-05-20

Other Names

Kristen Alexis Cavaliere

View on SEC IAPD

More in Plymouth, MN

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