Gary
Watts

Wealth Enhancement Advisory Services, LLC

CRD#5720912
Investment Advisor
in Minneapolis, MN

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About this Advisor

Gary Watts is a certified financial planner working out of Minneapolis, Minnesota with 1 year of relevant experience. Watts is an employee of Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Axa-Advisors, LLC, Alamo Capital, Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Anderson Cpas, Whitehall-Parker Securities, LLC, Frontier Wealth Strategies L.P, Watts Advisor Tax Planning, Lpl Financial, Wealth Enhancement Brokerage Services, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Watts has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Wealth Enhancement Advisory Services, LLC is a financial advisory business based in Minneapolis, MN. It administers $56 billion in assets under management between its 128,050 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees depend on which services are provided. Fees billed by Wealth Enhancement Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Gary Watts Work History

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

2022 - Present (2 years)

Watts Advisor Tax Planning

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2017 - 2021 (4 years)

Whitehall-Parker Securities, LLC

2017 - 2022 (5 years)

Frontier Wealth Strategies L.P

2016 - 2016 (< 1 year)

Alamo Capital

2016 - 2017 (1 year)

Jp Morgan Chase Bank

2016 - 2017 (1 year)

Jp Morgan Securities, LLC

2012 - 2016 (4 years)

Axa-Advisors, LLC

2012 - 2021 (9 years)

Anderson Cpas

*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 Gary Watts 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

Charles Campbell
Minneapolis, MN
Samuel Zito
Minneapolis, MN
Chloe Briel
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Kevin Saylor
Alpharetta, GA
David Fox
Denver, CO
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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