Unclaimed Profile

Terri Rae Kallsen

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC·PLYMOUTH, Minnesota

SIE, Series 6, Series 7, Series 24, Series 63, Series 66, Series 99TOCFPClean record21 years registeredWEALTH ENHANCEMENT ADVISORY SERVICES, LLC

505 NORTH HWY 169, PLYMOUTH, MN 55441CRD# 4401732Firm CRD# 116407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terri Rae Kallsen · PLYMOUTH, MN

Registration

CRD #4401732 · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2020 – Jul 2023

BOLINAS, CA

CHARLES SCHWAB & CO., INC.

Oct 2015 – Aug 2019

San Francisco, CA

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Jul 2012 – Oct 2015

SAN FRANCISCO, CA

FIRST COMMAND FINANCIAL PLANNING, INC.

Oct 2009 – Feb 2012

FT WORTH, TX

USAA FINANCIAL PLANNING SERVICES

Mar 2005 – Oct 2009

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Series 99TO

Registration record

First registered · March 9, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD 116407 · SEC 801-60749

AUM

$72.0B

Regulatory assets under management

Employees

712

154,394 client accounts

Services offered by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Terri Rae Kallsen offer?

Terri Rae Kallsen specializes in Financial Planning, Investment Management.

What are Terri Rae Kallsen's credentials?

Terri Rae Kallsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Terri Rae Kallsen located?

Terri Rae Kallsen is based in PLYMOUTH, Minnesota, last registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.

How does Terri Rae Kallsen charge for services?

Terri Rae Kallsen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees received from third party investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has approximately 712 employees and manages $72.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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