Anthony Parrish, financial advisor Baxter MN

Anthony Parrish

CRD Number: 6437558
Current Firm: Wealth Enhancement Advisory Services, LLC

Anthony Parrish (CRD# 6437558) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Baxter, MN and has over 8 years of experience in the finance industry. Anthony Parrish 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 Plymouth, MN Aug 2017 - Current 6
Lpl Financial LLC Baxter, MN Aug 2017 - Current 6
Wealth Enhancement Advsory Services LLC Plymouth, MN Aug 2017 - Current 6
Wealth Enhancement Advisory Services Plymouth, MN Aug 2017 - Current 6
Kestra Financial, Inc. Plymouth, MN Mar 2017 - Jul 2017 < 1
Wealth Enhancement Advisory Services Plymouth, MN Aug 2015 - Mar 2017 1
Wealth Enhancement Brokerage Services Plymouth, MN Jul 2015 - Mar 2017 1
Lpl Financial LLC Burnsville, MN Jun 2015 - Mar 2017 1
Wealth Enhancement Group Plymouth, MN Jan 2015 - Mar 2017 2
Ogi Eyewear New Hope, MN Jun 2010 - Dec 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Anthony Parrish
Phone Number: 763-417-1700
Registered State(s):
  • MN
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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