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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

KELLEN S TAYLOR

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN | CHARLOTTE, NC

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Search this name across graphsid dfx:ria:8f5863a3-68bd-4617-4626-c6e9ee3e0042

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 13, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 10, 2007
First registration: Aug 13, 2007
Dual registered: yes, broker-dealer
Other names: KELLEN SCOTT TAYLOR
IAPD individual key: 5346204

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 1, 2021	n/a	yes	PLYMOUTH, MN\|CHARLOTTE, NC	Current employment
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 9, 2011	Sep 12, 2011	no	CHARLOTTE, NC	Previous registration
CARROLL FINANCIAL ASSOCIATES INC	Former SEC adviser	Apr 30, 2010	Dec 8, 2021	no	CHARLOTTE, NC\|CHARLOTTE, NC	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 13, 2007	Apr 13, 2010	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CARROLL FINANCIAL ASSOCIATES INC	CETERA ADVISOR NETWORKS LLC	Dec 8, 2021	Sep 9, 2011	-3,743	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Sep 12, 2011	Dec 1, 2021	3,733	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CARROLL FINANCIAL ASSOCIATES INC	Apr 13, 2010	Apr 30, 2010	17	Firm change	Other

Relationships

Registered with (4)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Dec 1, 2021 to presentfactForm ADV
→ CARROLL FINANCIAL ASSOCIATES INCRegistered adviserregistration: previous registration
Apr 30, 2010 to Dec 8, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 9, 2011 to Sep 12, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 13, 2007 to Apr 13, 2010factForm ADV

Dated events

No dated event names this entity yet.