Sarah Keys, financial advisor Plymouth MN

Sarah Keys

CRD Number: 5317433
Current Firm: Wealth Enhancement Advisory Services, LLC

Sarah Keys (CRD# 5317433) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Advisory Services Denver, CO Dec 2021 - Current 2
Wealth Enhancement Group Denver, CO Dec 2021 - Current 2
Cardan Capital Partners, LLC Denver, CO Nov 2015 - Dec 2021 6
Purshe Kaplan Sterling Investments Albany, NY Nov 2015 - Dec 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Boulder, CO Mar 2007 - Nov 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Sarah Keys
Phone Number: 763-417-1700
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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