Wealth Enhancement Brokerage Services, LLC
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 130139
- Registered since
- June 21, 2004
- Website
- www.wealthenhancement.com
Firm profile
FINTRXOverview
Wealth Enhancement Brokerage Services, LLC is organized as a limited liability company and is classified as an insurance broker-dealer. Ownership is listed as a mix of a domestic entity and individuals. The firm's FINTRX profile identifies it as a distributor of insurance-linked products rather than a discretionary capital allocator: it does not operate as a capital allocator, is not designated a multi-state adviser, and is not a pension consultant or related adviser. The profile also notes the firm is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Brian Vnak
Chief Advisory OfficerCRD 5087016

Jeffrey Dekko
Chief Executive OfficerCRD 4648018

Daniel Stampf
Chief Product OfficerCRD 3046148
Contacts
3 of 650
Gary Williamson
Senior Vice President, Financial AdvisorCRD 5658776

Kimberly Day
Vice President, Financial AdvisorCRD 5678952

Daniel Brown
Director of Advisor ServicesCRD 5700972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 505 Highway 169 N
- Time zone
- CT (UTC-6)
- Office locations
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