WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
639
Avg account
$0

Firm details

Headquarters
PLYMOUTH, Minnesota
CRD number
130139
Registered since
June 21, 2004

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

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Contacts

3 of 633
  • TARA GRAHAM

    Registered RepresentativeCRD 6884718

  • NATHAN STANCEK

    Financial AdvisorCRD 4449474

  • Jacob Lankford

    Financial PlannerCRD 7121116

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth