David
Else

Wealth Enhancement Advisory Services, LLC

CRD#4831315
Investment Advisor
in Minneapolis, MN

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About this Advisor

David Else is a financial advisor who works in Minneapolis, Minnesota who has 1 year of industry experience. Else is currently employed by Wealth Enhancement Advisory Services, LLC. Over the course of their career, Else has held roles at Titus Wealth Management, Wealth Enhancement Advisory Services, LLC, Wealth Enhancement Group, Wealth Enhancement Brokerage Services and Lpl Financial LLC. Else has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in California and Texas. Wealth Enhancement Advisory Services, LLC is a business headquartered in Minneapolis, MN. It has $56 billion in assets across its 128,050 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth individuals who have more than $1 million in assets. The business performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically depend on which service is provided. However, fee types charged by Wealth Enhancement Advisory Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

505 North Hwy 169 Suite 900
Minneapolis, MN 55441

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

MN Average: $5,289,111,388
Total Number of Accounts

128,050

MN Average: 8,262
Average Account Size

$440,396

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

David Else Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealth Enhancement Advisory Services, LLC

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2005 - Present (19 years)

Lpl Financial LLC

2016 - 2022 (6 years)

Titus Wealth Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Else to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Angela Breitsprecher
Minneapolis, MN
Jason Beaird
Brentwood, TN
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI
Kevin Saylor
Alpharetta, GA
Charles Campbell
Minneapolis, MN
Emily Reidenouer
Charlotte, NC
Cindy Hyde
Minneapolis, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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