Dennis Houlton, financial advisor Wayzata MN

Dennis Houlton

CRD Number: 1316321
Current Firm: Wealth Enhancement Advisory Services, LLC

Dennis Houlton (CRD# 1316321) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Wayzata, MN and has over 39 years of experience in the finance industry.

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Wealth Enhancement Advisory Services, LLC
Company Name Location Dates Years
Lpl Financial LLC Wayzata, MN May 2023 - Current < 1
Wealth Enhancement Advisory Services Wayzata, MN May 2023 - Current < 1
Wealth Enhancement Group Wayzata, MN May 2023 - Current < 1
Wealth Enhancement Brokerage Services Wayzata, MN May 2023 - Current < 1
J.w. Cole Advisors, Inc. Tampa, FL Mar 2017 - May 2023 6
J.w. Cole Financial, Inc. Wayzata, MN May 2013 - May 2023 10
Financial Advisers Of America, LLC Carlsbad, CA Sep 2009 - May 2023 13
New Era Financial Advisors, Inc. Wayzata, ME Jan 1986 - May 2023 37
New Era Financial Group Wayzata, MN Jun 1984 - May 2023 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Contact Info for Dennis P. Houlton
Phone Number: 763-417-1700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    56,393
    MILLIONS
  • Total Number of Accounts
    128,050
    ACCOUNTS
  • Average Account Value
    $440,396
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, 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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