Sheyna Regets, financial advisor Plymouth MN

Sheyna Regets

CRD Number: 5292550
Current Firm: Wealth Enhancement Advisory Services, LLC

Sheyna Regets (CRD# 5292550) 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.

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Wealth Enhancement Advisory Services, LLC
Company Name Location Dates Years
Lpl Financial, LLC Pittsburgh, PA Mar 2020 - Current 4
Wealth Enhancement Group Pittsburg, PA Mar 2020 - Current 4
Wealth Enhancement Advisory Services, LLC Pittsburgh, PA Mar 2020 - Current 4
Wealth Enhancement Brokerage Services Pittsburgh, PA Mar 2020 - Current 4
Bpu Investment Management, Inc. Pittsburgh, PA Apr 2011 - Feb 2020 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Sheyna L. Regets
Phone Number: 763-417-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
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

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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