Edwina AlleeCRD Number: 2271838
Current Firm: Wealth Enhancement Advisory Services, LLC
Edwina Allee (CRD# 2271838) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burnsville, MN and has over 29 years of experience in the finance industry.
Wealth Enhancement Advisory Services, LLC
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
|Wealth Enhancement Brokerage Services, LLC||Burnsville, MN||Feb 2007 - Current||15|
|Linsco Private Ledger||San Diego, MN||Feb 2007 - Current||15|
|Wealth Enhancement Group, LLC||Burnsville, MN||Jun 2006 - Current||16|
|Wealth Enhancement Advisory Services, LLC||Burnsville, MN||Jun 2006 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
Total Assets Under Management52,609MILLIONS
Total Number of Accounts104,749ACCOUNTS
Average Account Value$502,236
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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