Kendra BarankoCRD Number: 5060636
Current Firm: Wealth Enhancement Advisory Services, LLC
Kendra Baranko (CRD# 5060636) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 15 years of experience in the finance industry. Kendra Baranko 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 Advisory Services||Plymouth, MN||Jun 2021 - Current||< 1|
|Wealth Enhancement Group||Plymouth, MN||Jun 2021 - Current||< 1|
|Pillar Pacific Capital Management, LLC||San Marino, CA||Jul 2016 - Jun 2021||4|
|Life Yoga Garden||Santa Monica, CA||Mar 2016 - Jul 2016||< 1|
|The California Endowment||Los Angeles, CA||Jan 2014 - Mar 2016||2|
|Unemployed||Los Angeles, CA||Sep 2013 - Jan 2014||< 1|
|Pacific Life Fund Advisors||Newport Beach, CA||Apr 2012 - Sep 2013||1|
|Canterbury Consulting||Newport Beach, CA||Sep 2009 - Apr 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
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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