Kelly Lagore

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

• 06/2014 → 07/2018
  Robert W Baird & Co. Inc.
  Milwaukee, WI
• 08/2018 → 12/2020
  Sva Plumb Wealth Management, Llc
  Brookfield, WI
• 01/2021 → 05/2022
  Wealth Enhancement Group
  Plymouth, MN
• 01/2021 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 05/2022 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 11/2022 → 11/2023
  Lpl Financial Llc
  Plymouth, MN

Previous Registrations

• 2018-08-07 → 2021-01-13
  Sva Wealth Management, Llc
  Brookfield, WI
  Madison, WI
• 2015-03-04 → 2018-07-30
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-13
• S66 Uniform Combined State Law Examination
  2015-03-03

Designations

• Certified Financial Planner

Other Names

• Kelly Marie Ryan
• Kelly M Lagore
• Kelly Marie Lagore