Kevin Meehan, financial advisor Itasca IL

Kevin Meehan

CRD Number: 1410819
Current Firm: Wealth Enhancement Advisory Services, LLC

Kevin Meehan (CRD# 1410819) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Itasca, IL and has over 34 years of experience in the finance industry. Kevin Meehan 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 Group Itasca, IL Nov 2013 - Current 10
Lpl Financial LLC Itasca, IL Nov 2013 - Current 10
Wealth Enhancement Brokerage Services Plymouth, MN Nov 2013 - Current 10
Wealth Enhancement Advisory Services Plymouth, MN Nov 2013 - Current 10
Dhc Realty LLC Itasca, IL Jan 2000 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Kevin J. Meehan
Phone Number: 763-417-1700
Registered State(s):
  • IL
  • 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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