Konrad Karwowski
Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Konrad Karwowski is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in Huntington Beach, CA, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Mercer Global Advisors Inc. and E*trade Capital Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Triad Advisors, Inc.Oct 2013 – Jul 2017Norcross, GA
- E*Trade Securities LLCSep 2018 – Jul 2019Costa Mesa, CA
- E*TRADE Capital Management LLCSep 2018 – Jul 2019Costa Mesa, CA
- UnemployedAug 2017 – Aug 2018Jacksonville, FL
- Excalibur Financial Services LLCOct 2013 – Aug 2017Jacksonville, FL
- Mercer Global Advisors Inc.Dec 2023 – Apr 2025Huntington Beach, CA
- CostcoJul 2023 – Dec 2023Fountain Valley, CA
- UnemployedAug 2022 – Jul 2023Huntington Beach, CA
- Better Mortgage Inc.Feb 2020 – Aug 2022Irvine, CA
- UnemployedAug 2019 – Feb 2020Costa Mesa, CA
- Mercer Global Advisors Inc.Apr 2025 – Jul 2025Huntington Beach, CA
- Wealth Enhancement GroupJul 2025 – no end date reportedHuntington Beach, CA
- Wealth Enhancement Advisory ServicesJul 2025 – no end date reportedHuntington Beach, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Enhancement Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- $999,999 or less1.50%
- $1,000,000–$2,000,0001.25%
- Over $2,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 976
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Plymouth, MN
- SEC file number:
- 801-60749
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 20, 2026
View full firm profileOther advisors at Wealth Enhancement Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Konrad Karwowski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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