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 31 - 40 of 308 top financial advisors.
31
Stephanie M. Cain
CRD#: 4081085
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Stephanie Cain (CRD# 4081085) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 20 years of experience in the finance industry.

32
Heather D. Calianno
CRD#: 5180377
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Heather Calianno (CRD# 5180377) 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.

33
Joel Callagan
CRD#: 6328995
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Joel Callagan (CRD# 6328995) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 5 years of experience in the finance industry. Joel Callagan 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.

34
William Cannon
CRD#: 2162880
505 North Hwy 169, Suite 900, Plymouth, MN 55441

William Cannon (CRD# 2162880) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 29 years of experience in the finance industry.

35
James W. Carr
CRD#: 1967526
10751 Deerwood Park Boulevard, Suite 302,, Jacksonville, FL 32256

James Carr (CRD# 1967526) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Jacksonville, FL and has over 31 years of experience in the finance industry. James Carr 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.

36
Robert H. Carson
CRD#: 2372566
8161 Maple Lawn Blvd, Ste 400, Fulton, MD 20759

Robert Carson (CRD# 2372566) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Fulton, MD and has over 27 years of experience in the finance industry.

37
Mark Ceraso
CRD#: 1520543
11 Stanwix Street, Suite 2310, Pittsburgh, PA 15222

Mark Ceraso (CRD# 1520543) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Pittsburgh, PA and has over 34 years of experience in the finance industry. Mark Ceraso 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.

38
Jeremy W. Chang
CRD#: 6603594
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Jeremy Chang (CRD# 6603594) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 5 years of experience in the finance industry.

39
Stephanie X. Chang
CRD#: 6630735
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Stephanie Chang (CRD# 6630735) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 5 years of experience in the finance industry. Stephanie Chang 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.

40
Katy Chase
CRD#: 6152219
505 North Hwy 169, Suite 900, Plymouth, MN 55441

Katy Chase (CRD# 6152219) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 7 years of experience in the finance industry. Katy Chase 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.

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