Kyle M Larson

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

• 07/2018 → 11/2018
  Modern Woodmen Of America
  Rock Island, IL
• 01/2018 → 05/2018
  Roaring Fork Llc
  Whitewater, WI
• 09/2017 → 12/2017
  Boys And Girls Club Of America
  Fort Atkinson, WI
• 06/2017 → 08/2017
  Great Lakes Wine And Spirits
  Marquette, MI
• 08/2014 → 05/2018
  University Of Wisconsin-Whitewater
  Whitewater, WI
• 08/2018 → 11/2018
  Mwa Financial Services Inc
  Rock Island, IL
• 11/2018 → Present
  Wealth Enhancement Group
  Mankato, MN
• 06/2019 → 05/2020
  Lpl Financial, Llc
  Mankato, MN
• 10/2018 → 06/2019
  Lpl Financial Llc
  Mankato, MN
• 12/2019 → Present
  Wealth Enhancement Advisory Services, Llc
  Mankato, MN
• 12/2019 → 09/2020
  Wealth Enhancement Brokerage Services
  Plymouth, MN

Other Businesses

WEALTH ENHANCEMENT GROUP - DBA FOR WEALTH ENHANCEMENT ADVISORY SERVICES - GREEN BAY, WI. WEALTH ENHANCEMENT GROUP - NON-INVESTMENT RELATED - GREEN BAY, WI - FIXED INSURANCE - ASSOCIATE FINANCIAL ADVISOR - START DATE: 10/2025 - 2 HOURS SPENT PER MONTH, 2 HOURS SPENT DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-21

Designations

• Certified Financial Planner

Other Names

• Kyle Michael Zane Larson