Wealth Enhancement Advisory Services, LLC

Wealth Enhancement Advisory Services, LLC (CRD# 116407) is a financial advisory firm headquartered in Plymouth, MN. They manage $24,264,055,260 in 65,029 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    24,264
    MILLION
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealth Enhancement Advisory Services, LLC
Showing 91 - 100 of 332 top financial advisors.
91
Raquel I. Garza
CRD#: 6018264
18211 Katy Freeway, Suite 225, Houston, TX 77094

Raquel Garza (CRD# 6018264) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Houston, TX and has over 9 years of experience in the finance industry. Raquel Garza 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.

92
Sarah E. Geiger
CRD#: 6477580
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Sarah Geiger (CRD# 6477580) 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.

93
David Geller
CRD#: 1580648
1100 Abernathy Road Ne, Suite 500, Atlanta, GA 30328

David Geller (CRD# 1580648) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Atlanta, GA and has over 34 years of experience in the finance industry. David Geller 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.

94
Matthew H. Geller
CRD#: 2062358
1100 Abernathy Road Ne, Suite 500, Atlanta, GA 30328

Matthew Geller (CRD# 2062358) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Atlanta, GA and has over 31 years of experience in the finance industry. Matthew Geller 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.

95
Daniel G. Gibson
CRD#: 2906321
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Daniel Gibson (CRD# 2906321) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 24 years of experience in the finance industry. Daniel Gibson 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.

96
Jonathan V. Giordani
CRD#: 4245400
8161 Maple Lawn Blvd Suite 400, Fulton, MD 20759

Jonathan Giordani (CRD# 4245400) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 20 years of experience in the finance industry.

97
Philip N. Glennon
CRD#: 1016960
23 Old King's Hwy South, Darien, CT 06820

Philip Glennon (CRD# 1016960) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has over 28 years of experience in the finance industry.

98
Tiffany A. Glidden-Rude
CRD#: 2759843
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Tiffany Glidden-Rude (CRD# 2759843) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 24 years of experience in the finance industry.

99
Randell J. Godsell
CRD#: 2553784
18650 W. Corporate Dr., Suite 200, Brookfield, WI 53045

Randell Godsell (CRD# 2553784) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Brookfield, WI and has over 26 years of experience in the finance industry. Randell Godsell 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.

100
Emily J. Goodman
CRD#: 5709655
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Emily Goodman (CRD# 5709655) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 8 years of experience in the finance industry.

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