Sara Stanley, financial advisor Plymouth MN
89 score

Sara Stanley

CRD Number: 5930346
Current Firm: Wealth Enhancement Advisory Services, LLC

Sara Stanley (CRD# 5930346) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Aug 2015 - Current 1
Lpl Financial Plymouth, MN Aug 2015 - Current 1
Wealth Enhancement Brokerage Services Plymouth, MN Aug 2015 - Current 1
Wealth Enhancement Advisory Services Plymouth, MN Aug 2015 - Current 1
Wells Fargo Advisors Financial Network, LLC Bloomington, MN May 2011 - Aug 2015 4
Maps Clinic Edina, MN Jan 2011 - May 2011 < 1
Buyers Support Group, Inc. Eden Prarie, MN Feb 2008 - Dec 2010 2
Androli's Salon Excelsior, MN May 2002 - Jan 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Sara M. Stanley
Phone Number: 763-417-1700
Registered State(s):
  • MN
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
89
Clean Record
This advisor has a clean track record with regulators.

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