Adam Elliott (CRD# 7111981) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 4 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 |
|---|---|---|---|
| Lpl Financial LLC | Hutchinson, MN | May 2023 - Current | < 1 |
| Wealth Enhancement Advisory Services | Hutchinson, MN | May 2023 - Current | < 1 |
| Wealth Enhancement Group | Hutchinson, MN | May 2023 - Current | < 1 |
| Wealth Enhancement Brokerage Services | Hutchinson, MN | May 2023 - Current | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Oct 2021 - May 2023 | 1 |
| New Era Financial Advisors, Inc. | Wayzata, MN | Sep 2021 - May 2023 | 1 |
| The Prudential Insurance Company Of America | St Louis Park, MN | Oct 2019 - Sep 2021 | 1 |
| Pruco Securities LLC | St Louis Park, MN | Apr 2019 - Sep 2021 | 2 |
| Unemployed | Marshall, MN | Aug 2018 - Apr 2019 | < 1 |
| Jay Malone Motors | Hutchinson, MN | May 2018 - Aug 2018 | < 1 |
| Bella Cucina | Marshall, MN | Dec 2017 - May 2018 | < 1 |
| Hy-vee Market Grill | Marshall, MN | Jun 2017 - Dec 2017 | < 1 |
| Hampton Ridge Financial | Marshall, MN | May 2016 - Jul 2017 | 1 |
| Unemployed | Marshall, MN | Aug 2015 - May 2016 | < 1 |
| City Of Hutchinson | Hutchinson, MN | Jun 2015 - Aug 2015 | < 1 |
| Unemployed - Middle & High School Student | Hutchinson, MN | Apr 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- MN
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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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