Kevin MeehanCRD 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 26 years of experience in the finance industry.
Waddell & Reed
Forum Financial Management, LP
|Wealth Enhancement Group||Itasca, IL||Nov 2013 - Current||2|
|Lpl Financial LLC||Itasca, IL||Nov 2013 - Current||2|
|Wealth Enhancement Brokerage Services||Plymouth, MN||Nov 2013 - Current||2|
|Wealth Enhancement Advisory Services||Plymouth, MN||Nov 2013 - Current||2|
|Dhc Realty LLC||Itasca, IL||Jan 2000 - Current||16|
|Raymond James Financial Services Advisors, Inc.||Itasca, IL||Jan 2009 - Nov 2013||4|
|Raymond James Financial Services||Elk Grove Village, IL||Feb 2000 - Nov 2013||13|
|Summit Wealth Advisors, LLC||Itasca, IL||Feb 2000 - Nov 2013||13|
|Highland Cap Brkge||Chicago, IL||Mar 2004 - Oct 2013||9|
|Life Insurance Products||Chicago, IL||Mar 2004 - Oct 2013||9|
|Eugene Cohen Agcy||Skokie, IL||Feb 2000 - Oct 2013||13|
|Disability Res Grp||Chicago, IL||Feb 2000 - Oct 2013||13|
|Bluecross/blueshield||Aurora, IL||Feb 2000 - Oct 2013||13|
|Long Term Care Insurance Products||Skokie, IL||Feb 2000 - Oct 2013||13|
|Pacific Mortgage Corp||Northbrook, IL||Apr 2004 - Jun 2008||4|
|Mortgage Services||Northbrook, IL||Apr 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
|S65||NASAA Investment Advisors Law Examination||Apr 1997|
Total Assets Under Management3,825MILLIONS
Total Number of Accounts24,591ACCOUNTS
Average Account Value$155,561
- 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, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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