Adam Nguyen, financial advisor Sartell MN
89 score

Adam Nguyen

CRD Number: 5927308
Current Firm: Wealth Enhancement Advisory Services, LLC

Adam Nguyen (CRD# 5927308) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Brokerage Services Plymouth, MN Mar 2014 - Current 2
Lpl Financial Plymouth, MN Aug 2012 - Current 4
Wealth Enhancement Advisory Services Plymouth, MN Aug 2012 - Current 4
Wealth Enhancement Group Sartell, MN May 2011 - Current 5
Merrill Corporation Sartell, MN Sep 2004 - May 2011 6
Fdc Inc. St. Cloud, MN Mar 2010 - Aug 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Adam Nguyen
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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