Edward Braun, financial advisor Malvern PA

Edward Braun

CRD Number: 5329993
Current Firm: Wealth Enhancement Advisory Services, LLC

Edward Braun (CRD# 5329993) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Malvern, PA and has over 14 years of experience in the finance industry. Edward Braun 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.

Similar Advisors
Peter Gaertner, financial advisor Malvern PA
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management LLC
Similar Advisors
Inas Abas, financial advisor Malvern PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Malvern PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Professional Designations
Company Name Location Dates Years
Wealth Enhancement Advisory Services Plymouth, MN Jul 2021 - Current < 1
Wealth Enhancement Group Plymouth, MN Jul 2021 - Current < 1
Hoover Financial Advisors, Pc Malvern, PA Apr 2016 - Jul 2021 5
Purshe Kaplan Sterling Investments Albany, NY Apr 2016 - Jul 2021 5
The Vanguard Group, Inc. Malvern, PA May 2007 - Apr 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
Contact Info for Edward Braun
Phone Number: 763-417-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.