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 an LLC that has been registered with the SEC since 2004 and is classified as an insurance broker-dealer. Ownership is listed as a domestic entity and individual ownership structure. The firm is not a capital allocator and is not positioned as an investment adviser across multiple states; it is also not identified as an active ESG investor or a pension consultant. Its activities and affiliations were not provided.
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
Joseph Dieckhaus
Chief Compliance OfficerCRD 5374613
Ann Senne
Chief Wealth OfficerCRD 2515669
Contacts
3 of 641
Tara Graham
Registered RepresentativeCRD 6884718
Nathan Stancek
Financial AdvisorCRD 4449474
Jacob Lankford
Financial PlannerCRD 7121116
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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