Kyra Rosenwinkel

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

• 09/2016 → 03/2017
  Fagron, Inc.
  St. Paul, MN
• 02/2017 → 06/2025
  Lpl Financial, Llc
  Plymouth, MN
• 03/2017 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 05/2017 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN
• 07/2017 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN

Other Businesses

Wealth Enhancement Advisory Services, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - 50 Hours Per Month - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity on 4/27/2017. I expect to spend approximately 50 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-25

Designations

• Certified Financial Planner