Kelly Joseph Windorski
Chief Financial Officer And TreasurerWealth Enhancement Advisory Services, LLCCRD 3211118
About Kelly Joseph Windorski
Kelly Joseph Windorski is listed as Chief Financial Officer And Treasurer at Wealth Enhancement Advisory Services, LLC in Plymouth, MN. Form ADV reports a beneficial ownership band of Under 5%. Kelly Joseph Windorski is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Wealth Enhancement Advisory Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kelly Joseph Windorski work?
Kelly Joseph Windorski is listed as Chief Financial Officer And Treasurer at Wealth Enhancement Advisory Services, LLC on SEC Form ADV.
How much of Wealth Enhancement Advisory Services, LLC does Kelly Joseph Windorski own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealth Enhancement Advisory Services, LLC
| Title | Chief Financial Officer And Treasurer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Northcrest Asset Management LLC
| Title | Chief Financial Officer And Treasurer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Advisory Solutions Group, LLC
| Title | Chief Financial Officer And Treasurer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |