Kenneth Waltzer, financial advisor Plymouth MN

Kenneth Waltzer

CRD Number: 4835120
Current Firm: Wealth Enhancement Advisory Services, LLC

Kenneth Waltzer (CRD# 4835120) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 19 years of experience in the finance industry. Kenneth Waltzer 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 Los Angeles, CA Oct 2023 - Current < 1
Wealth Enhancement Advisory Services Los Angeles, CA Oct 2023 - Current < 1
Kcs Wealth Advisory Los Angeles, CA Nov 2013 - Sep 2023 9
Mutual Securities, Inc. Camarillo, CA Dec 2015 - Jun 2019 3
Independent Financial Group LLC Los Angeles, CA Apr 2014 - Dec 2015 1
Kenfield Capital Strategies Los Angeles, CA Jul 2004 - Dec 2015 11
Convergencehealth.com Incline Village, NV Feb 2000 - Nov 2014 14
Convergencehealth, Inc. Santa Monica, CA Dec 1997 - Nov 2014 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2004
S63 Uniform Securities State Law Examination Jun 2014
Contact Info for Kenneth B. Waltzer
Phone Number: 763-417-1700
Registered State(s):
  • CA
  • LA
  • 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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