Kyle Larson, financial advisor Green Bay WI

Kyle Larson

CRD Number: 7007196
Current Firm: Wealth Enhancement Advisory Services, LLC

Kyle Larson (CRD# 7007196) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Green Bay, WI and has over 3 years of experience in the finance industry. Kyle Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Advisory Services, LLC Mankato, MN Dec 2019 - Current 3
Wealth Enhancement Group Mankato, MN Nov 2018 - Current 4
Wealth Enhancement Brokerage Services Plymouth, MN Dec 2019 - Sep 2020 < 1
Lpl Financial, LLC Mankato, MN Jun 2019 - May 2020 < 1
Lpl Financial LLC Mankato, MN Oct 2018 - Jun 2019 < 1
Mwa Financial Services Inc. Rock Island, IL Aug 2018 - Nov 2018 < 1
Modern Woodmen Of America Rock Island, IL Jul 2018 - Nov 2018 < 1
Roaring Fork LLC Whitewater, WI Jan 2018 - May 2018 < 1
University Of Wisconsin-whitewater Whitewater, WI Aug 2014 - May 2018 3
Boys And Girls Club Of America Fort Atkinson, WI Sep 2017 - Dec 2017 < 1
Great Lakes Wine And Spirits Marquette, MI Jun 2017 - Aug 2017 < 1
College Works Painting Iron Mountain, MI Dec 2014 - Dec 2015 1
Harvey Pattern Kingsford, MI Aug 2012 - Oct 2014 2
Kingsford High School Kingsford, MI Sep 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Kyle M. Larson
Phone Number: 763-417-1700
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    52,609
    MILLIONS
  • Total Number of Accounts
    104,749
    ACCOUNTS
  • Average Account Value
    $502,236
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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