William SukupCRD Number: 3086595
Current Firm: Wealth Enhancement Advisory Services, LLC
William Sukup (CRD# 3086595) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 19 years of experience in the finance industry. William Sukup 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.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Wealth Enhancement Brokerage Services, LLC||Wayzata, MN||Feb 2007 - Current||10|
|Lpl Financial, LLC||Woodbury, MN||Feb 2007 - Current||10|
|Wealth Enhancement Group, LLC||Wayzata, MN||Apr 2002 - Current||15|
|Wealth Enhancement Advisory Services, LLC||Wayzata, MN||Apr 2002 - Current||15|
|Sii Investments, Inc.||Wayzata, MN||Apr 2002 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1998|
Total Assets Under Management3,825MILLIONS
Total Number of Accounts24,591ACCOUNTS
Average Account Value$155,561
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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