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. The firm is recorded as having an SEC registration year of 2004 and identifies ownership tied to both a domestic entity and individuals. The available profile does not list specific advisory or business activities, and the firm does not present itself as a capital allocator or a multi-state registered adviser. It is also not flagged as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser.
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 6BRIAN VNAK
Chief Advisory OfficerCRD 5087016
JOSEPH DIECKHAUS
Chief Compliance OfficerCRD 5374613
Ann Senne
Chief Wealth OfficerCRD 2515669
Contacts
3 of 633TARA 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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