Elizabeth Kaselnak

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

• 04/2022 → 04/2023
  Lpl Financial Llc
  Plymouth, MN
• 04/2022 → 04/2023
  Wealth Enhancement Group
  Plymouth, MN
• 05/2019 → 04/2022
  Rbc Wealth Management
  Minneapolis, MN
• 05/2017 → 05/2019
  Rbc Wealth Management
  Minneapolis, MN
• 09/2016 → 05/2017
  A Face Project Podcast
  Minneapolis, MN
• 10/2016 → 05/2017
  Muddy Waters Restaurant
  Minneapolis, MN
• 05/2016 → 09/2016
  Extanded Travel
  Minneapolis, MN
• 04/2023 → 06/2024
  Rbc Capittal Markets, Llc
  Minnepolis, MN
• 07/2024 → 06/2025
  Lpl Financial Llc
  Minneapolis, MN
• 06/2024 → Present
  Wealth Enhancement Group
  Minneapolis, MN
• 06/2024 → Present
  Wealth Enhancement Advisory Services
  Minneapolis, MN
• 06/2024 → Present
  Wealth Enhancement Brokerage Services
  Minneapolis, MN

Previous Registrations

• 2023-10-23 → 2024-07-17
  Rbc Capital Markets, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 6/24/2024 - 160 Hours Per Month/ 8 hours During Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 7/2024. 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.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-23

Other Names

• Elizabeth Sarah Kaselnak
• Elizabeth Svoboda
• Beth Kaselnak
• Beth Svoboda