Tom Doxey, financial advisor Plymouth MN

Tom Doxey

CRD Number: 1795748
Current Firm: Wealth Enhancement Advisory Services, LLC

Tom Doxey (CRD# 1795748) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Jul 2021 - Current 2
Wealth Enhancement Advisory Services Plymouth, MN Jul 2021 - Current 2
Acorn Digital Wealth, A Division Of Oakwood Capital Management Los Angeles, CA Nov 2016 - Jul 2021 4
Oakwood Capital Management LLC Los Angeles, CA Mar 1998 - Jul 2021 23
Syndicated Capital, Inc. Santa Monica, CA Aug 2016 - Dec 2016 < 1
Oakwood Capital Holdings LLC Los Angeles, CA Mar 1998 - Dec 2014 16
Finance 500, Inc. Irvine, CA Jul 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Apr 1991
Contact Info for Tom W. Doxey
Phone Number: 763-417-1700
Registered State(s):
  • CA
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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