Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC (CRD# 116407) is a financial advisory firm headquartered in Plymouth, MN. They manage $3,825,390,358 in 24,591 accounts and serve the financial needs of clients across 42 states (or territories).
-
Total Assets Under Management3,825MILLION
-
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)
- 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, 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
Nicholas Beissel (CRD# 4422704) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 14 years of experience in the finance industry. Nicholas Beissel 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.
Michael Bishop (CRD# 4746973) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 13 years of experience in the finance industry. Michael Bishop 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.
David Brounley (CRD# 1190936) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 21 years of experience in the finance industry. David Brounley 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.
Jeffrey Dekko (CRD# 4648018) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 13 years of experience in the finance industry. Jeffrey Dekko 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.
Todd Diven (CRD# 4246598) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Itasca, IL and has over 16 years of experience in the finance industry. Todd Diven 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.
Chad Essman (CRD# 4948603) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 11 years of experience in the finance industry. Chad Essman 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.
Steven Hess (CRD# 3091291) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 18 years of experience in the finance industry. Steven Hess 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.
Nicholas Kvamme (CRD# 4663263) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Sartell, MN and has over 11 years of experience in the finance industry. Nicholas Kvamme 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.
Kate Maier (CRD# 4339483) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 9 years of experience in the finance industry. Kate Maier 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.
Ryan McKeown (CRD# 4527676) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Mankato, MN and has over 15 years of experience in the finance industry. Ryan McKeown 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.