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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
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 |
- MN
-
Total Assets Under Management56,393MILLIONS
-
Total Number of Accounts128,050ACCOUNTS
-
Average Account Value$440,396
- 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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