Kenneth Bollinger

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

• 08/2016 → 05/2017
  Principal Financial Company
  Raleigh, NC
• 05/2017 → 06/2026
  Emerald Investment Partners, Llc
  Cary, NC
• 05/2017 → 11/2017
  Niagara International Capital Limited
  Clarence, NY
• 07/2026 → Present
  Wealth Enhancement Group
  Raleigh, NC
• 07/2026 → Present
  Wealth Enhancement Advisory Services
  Raleigh, NC

Previous Registrations

• 2017-05-10 → 2026-07-01
  Wealthshield Partners, Llc
  Cary, NC
• 2016-08-16 → 2017-05-10
  Principal Securities, Inc.
  Raleigh, NC

Other Businesses

MADISON OAKS WEALTH PARTNERS - MANAGING MEMBER - RALEIGH, NC. BUSINESS ENTITY FOR TAX PURPOSES. 1 HOUR PER MONTH, 1 HOUR DURING TRADING HOURS. KBSS - MANAGING MEMBER - RALEIGH, NC. BUSINESS ENTITY FOR TAX PURPOSES. 1 HOUR PER MONTH, 1 HOUR DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-15
• S63 Uniform Securities Agent State Law Examination
  1997-06-10

Designations

• Certified Financial Planner

Other Names

• Kenneth Bollinger
• Kenneth Roger Bollinger
• Kenneth R Bollinger