Kyle LarsonCRD 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.
Mcglone Suttner Wealth Management, Inc.
Lpl Financial LLC
Advisors Management Group Inc.
|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|
Total Assets Under Management52,609MILLIONS
Total Number of Accounts104,749ACCOUNTS
Average Account Value$502,236
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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