William E Kibler

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

• 06/2009 → 09/2024
  Fintrust Brokerage Services, Llc
  Greenville, SC
• 06/2009 → 03/2018
  Fintrust Investment Advisory Services, Llc
  Greenville, SC
• 03/2018 → 09/2024
  Fintrust Capital Advisors, Llc
  Greenville, SC
• 03/2018 → 09/2024
  United Community Insurance, Inc.
  Greenville, SC
• 01/2018 → 09/2024
  Fintrust Capital Partners, Llc
  Greenville, SC
• 10/2024 → 06/2025
  Lpl Financial Llc
  Anderson, SC
• 10/2024 → Present
  Wealth Enhancement Group
  Anderson, SC
• 10/2024 → Present
  Wealth Enhancement Advisory Services
  Anderson, SC
• 10/2024 → Present
  Wealth Enhancement Brokerage Services
  Anderson, SC

Previous Registrations

• 2018-03-23 → 2024-10-03
  Fintrust Capital Advisors, Llc
  Anderson, SC
• 2009-06-29 → 2018-03-28
  Fintrust Investment Advisory Services, Llc
  Greenville, SC
  Anderson, SC
• 2009-06-01 → 2009-07-01
  Morgan Stanley
  Anderson, SC
• 1998-06-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Anderson, SC
  Anderson, SC

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 9/3/24 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisor Services, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Investment Related - Anderson, SC - Fixed Insurance - SVP Financial Advisor - Start Date: 10/2024 - 1 Hour Spent Per Month, 0 Hours Spent During Securities Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-27
• S63 Uniform Securities Agent State Law Examination
  1980-11-11

Other Names

• William Eugene Kibler
• Bill Kibler