Mitchell Ahmad (CRD# 6990870) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 5 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Plymouth, MN | Jan 2021 - Current | 3 |
| Wealth Enhancement Advisory Services | Plymouth, MN | Jan 2021 - Current | 3 |
| Sva Plumb Wealth Management, LLC | Brookfield, WI | Dec 2018 - Dec 2020 | 2 |
| Sva Plumb Wealth Management, LLC | Brookfield, WI | Jan 2017 - Dec 2018 | 1 |
| Carroll University | Waukesha, WI | Sep 2015 - Dec 2018 | 3 |
| Sendik's Food Market | Elm Grove, WI | Jan 2014 - Aug 2016 | 2 |
| Brookfield Central High School | Brookfield, WI | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- WI
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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