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Kyle Michael Singleton

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Denver, CO

CRD 7823633

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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:

Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-08-06
  • CO RA
    APPROVED
    Since 2024-08-06

Branch Locations

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

100 Saint Paul St Suite 640, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Enhancement Group Denver CO 10/2023 Present
Wealth Enhancement Advisory Services Denver CO 06/2024 Present
Hoover Institution, Stanford University Stanford CA 07/2022 09/2023
Target Corporation Mckinney TX 10/2018 08/2021
Club 360 Mckinney Isd Child Care Program Mckinney CO 07/2017 09/2018
University Of Colorado Boulder Boulder CO 09/2021 06/2022
Mckinney North High School Mckinney TX 08/2015 07/2017
  • 10/2023 → Present
    Wealth Enhancement Group
    Denver, CO
  • 06/2024 → Present
    Wealth Enhancement Advisory Services
    Denver, CO
  • 07/2022 → 09/2023
    Hoover Institution, Stanford University
    Stanford, CA
  • 10/2018 → 08/2021
    Target Corporation
    Mckinney, TX
  • 07/2017 → 09/2018
    Club 360 Mckinney Isd Child Care Program
    Mckinney, CO
  • 09/2021 → 06/2022
    University Of Colorado Boulder
    Boulder, CO
  • 08/2015 → 07/2017
    Mckinney North High School
    Mckinney, TX
Other Businesses

Phi Kappa Psi Fraternity, Colorado Alpha Chapter. This business is not investment related. 1131 University Ave, Boulder, CO 80302 Nationally recognized fraternal organization Voluntary Chapter Mentoring Advisor Start Date: 05/15/2023 5 Hours/month devoted to this business 0 Hours/month devoted to this business during securities trading hours I work with the other chapter advisor and conduct quarterly meetings to provide guidance to the current undergraduate officers at the fraternity. My voluntary role involves assessing the financial resources of the fraternity organization and help the undergraduate officers devise a plan to create annual budgets. I provide fraternity leadership and promote financial stability through a hands off approach which allows the officers to make mistakes and learn from challenges. I was the treasurer at this fraternity during my undergraduate time at CU Boulder and took this role to continue my efforts to strive for continued positive change. I do not have access to the funds or utilize them in any way. I simply take what I hear and help the undergraduate officers learn tools such as budgeting and implementing cost saving measures, which my fraternity has not had in the past.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06

View on SEC IAPD

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