Mark
Burns

Wealth Enhancement Advisory Services, LLC

CRD#4074230
Investment Advisor
in Minneapolis, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mark Burns is a financial advisor based in Minneapolis, Minnesota, working with Wealth Enhancement Advisory Services, LLC. Mark has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, U.S. Bancorp Investments, Inc, Wealth Enhancement Advisory Services, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, and Lpl Financial LLC. Mark has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California. Currently, Mark is part of Wealth Enhancement Advisory Services, LLC, which operates out of Minneapolis, Minnesota. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

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

154,394

MN Average: 8,262
Average Account Size

$466,499

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

Mark Burns Work History

2023 - Present (2 years)

Wealth Enhancement Advisory Services

2023 - Present (2 years)

Wealth Enhancement Group

2023 - Present (2 years)

Wealth Enhancement Brokerage Services

2023 - Present (2 years)

Lpl Financial LLC

2019 - 2023 (4 years)

U.S. Bancorp Investments, Inc

2016 - 2019 (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2019 (6 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark Burns 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

Joseph Dieckhaus
Minneapolis, MN
Connor Morse
Minneapolis, MN
Kendra Baranko
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Colby Feane
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started