Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC (CRD# 116407) is a financial advisory firm headquartered in Plymouth, MN. They manage $72,024,609,099 in 154,394 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management72,025MILLION
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- 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
Adam Mark (CRD# 5565839) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Rochester, NY and has over 15 years of experience in the finance industry.
Lane Marmon (CRD# 6562398) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Darien, CT and has over 8 years of experience in the finance industry.
John (Jake) Marshall CFA CFP (CRD# 2634720) is an Investment Advisor Representative working at Kings Point Capital Management LLC in Great Neck, NY and has over 20 years of experience in the finance industry. John Marshall is a CFA Charterholder and 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Lewis Mason (CRD# 2257293) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Bowling Green, KY and has over 31 years of experience in the finance industry.
Brandon Mather (CRD# 6018226) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Coronado, CA and has over 12 years of experience in the finance industry.
Tyson Mavar (CRD# 5514338) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 12 years of experience in the finance industry.
Nathan McClanahan (CRD# 4220369) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 19 years of experience in the finance industry.
Roger McConnell (CRD# 4380813) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Lompoc, CA and has over 22 years of experience in the finance industry.
Steven McDonough (CRD# 6752285) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Dubuque, IA and has over 7 years of experience in the finance industry.
Alice McElhinney (CRD# 5626450) 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.