Gerard Zopfi, financial advisor Darien CT

Gerard Zopfi

CRD Number: 1097326
Current Firm: Wealth Enhancement Advisory Services, LLC

Gerard Zopfi (CRD# 1097326) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Advisory Services Plymouth, MN Jun 2016 - Current 7
Wealth Enhancement Group Plymouth, MN Jun 2016 - Current 7
Hynes Himmelreich Glennon & Company Darien, CT Jul 1992 - Jun 2016 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1993
Contact Info for Gerard D. Zopfi
Phone Number: 763-417-1700
Registered State(s):
  • CT
  • TX
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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