Gerard Zopfi, financial advisor Plymouth MN
90 score

Gerard Zopfi

CRD Number: 6062652
Current Firm: Wealth Enhancement Advisory Services, LLC

Gerard Zopfi (CRD# 6062652) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has 1 year of experience in the finance industry. Gerard Zopfi 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 Jun 2016 - Current < 1
Wealth Enhancement Advisory Services Plymouth, MN Jun 2016 - Current < 1
Hynes Himmelreich Glennon & Company, LLC Darien, CT Jul 2009 - Jun 2016 6
Unemployed Brighton, MA Feb 2009 - Jul 2009 < 1
Wtas, LLC Boston, MA Jul 2007 - Feb 2009 1
Boston College Chestnut Hill, MA Jan 2002 - Jul 2007 5

Gerard Zopfi has no recent exams reported.
Contact Info for Gerard D. Zopfi
Phone Number: 763-417-1700
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    3,825
    MILLIONS
  • Total Number of Accounts
    24,591
    ACCOUNTS
  • Average Account Value
    $155,561
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, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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