Douglas KuringCRD Number: 6557391
Current Firm: Wealth Enhancement Advisory Services, LLC
Douglas Kuring (CRD# 6557391) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 5 years of experience in the finance industry. Douglas Kuring 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.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Wealth Enhancement Group||Plymouth, MN||Mar 2021 - Current||< 1|
|Wealth Enhancement Advisory Services, LLC||Danbury, CT||Mar 2021 - Current||< 1|
|Wealth Enhancement Brokerage Services||Plymouth, MN||Mar 2021 - Current||< 1|
|Lpl Financial, LLC||Danbury, CT||Feb 2021 - Current||< 1|
|Reby Advisors, LLC||Danbury, CT||Oct 2018 - Feb 2021||2|
|Triad Advisors||Norcross, GA||Sep 2015 - Feb 2021||5|
|Reby Advisors, LLC||Danbury, CT||Sep 2015 - Sep 2018||3|
|Ge Capital||Norwalk, CT||Jan 2014 - Sep 2018||4|
|Ge Energy||Schenectady, NY||Jan 2012 - Mar 2014||2|
|Reby Advisors, LLC||Danbury, CT||May 2011 - Jan 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
|S63||Uniform Securities State Law Examination||Dec 2020|
Total Assets Under Management24,264MILLIONS
Total Number of Accounts65,029ACCOUNTS
Average Account Value$373,127
- 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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