firm profile
Wealth Enhancement Advisory Services, LLC
Overview
Wealth Enhancement Advisory Services, LLC is an SEC registered investment adviser based in Plymouth, MN, registered since 2001. It reports $122B in assets under management across 221,892 accounts, with 1,700 employees. It has 1,010 investment adviser representatives.
- Reported AUM
- $122B
- Discretionary
- 77%
- Accounts
- 221,892
- Average account
- $551K
- Employees
- 1,700
- Advisory reps
- 1,010
- Registered since
- 2001
- Jurisdictions
- 51
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 13
- Jeffrey Thomas Harold Dekko Chief Manager, President CRD 4648018
- James Loren Cahn Chair of the Investment Committee, Chief Strategy Officer CRD 6052512
- Aisling Marie-Patricia Carroll-Transom Chief Partner Programs Officer CRD 2894186
10 more executive officers, with direct contact details
Advisory reps 3 of 1,010
- Robert P Aamodt Insurance Agent · Investment Adviser Rep CRD 3037835
- Eric Maynard Aanes Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2309650
- Veronica Marie Aaron Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2513561
1,007 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 505 Highway 169 N Ste 900
Plymouth, MN 55441 - County
- Hennepin
- Metro area
- Minneapolis-St. Paul-Bloomington, MN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: wealthenhancement.com
Every state, with registration dates
Similar firms near Plymouth
- Northcrest Asset ManagementPlymouth, MN$4.3B AUM
- Berger Financial GroupPlymouth, MN$2.9B AUM
- Next Century Growth Investors LLCPlymouth, MN$1.5B AUM
- Rice Park CapitalPlymouth, MN$1.4B AUM
- Advisory Solutions GroupPlymouth, MN$408M AUM
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