William Buhr, financial advisor Plymouth MN

William Buhr

CRD Number: 3263400
Current Firm: Wealth Enhancement Advisory Services, LLC

William Buhr (CRD# 3263400) 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.

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Professional Designations
Company Name Location Dates Years
Wealth Enhancement Group Plymouth, MN Nov 2020 - Current < 1
Wealth Enhancement Advisory Services Plymouth, MN Nov 2020 - Current < 1
Wealth Enhancement Brokerage Services Plymouth, MN Nov 2020 - Current < 1
Lpl Financial Itasca, IL Nov 2020 - Current < 1
Jpmorgan Chase Bank Na Chicago, IL Aug 2018 - Oct 2020 2
Jpmorgan Securities LLC Chicago, IL Aug 2018 - Oct 2020 2
Wells Fargo Clearing Services, LLC Chicago, IL May 2017 - Aug 2018 1
Wells Fargo Advisors, LLC Chicago, IL Jan 2016 - Apr 2017 1
Credit Suisse Lending LLC Chicago, IL Jan 2014 - Jan 2016 2
Credit Suisse Securities (usa) LLC Chicago, IL Apr 2013 - Jan 2016 2
Goldman, Sachs & Company Chicago, IL Aug 2011 - Mar 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for William J. Buhr
Phone Number: 763-417-1700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • 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

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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