Kristen
Stockland

Wealth Enhancement Advisory Services, LLC

CRD#6307315
Investment Advisor
in Minneapolis, MN

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About this Advisor

Kristen Stockland is a financial advisor working in Minneapolis, Minnesota, who has 2 years of relevant experience. Stockland is on the advisory team at Wealth Enhancement Advisory Services, LLC. Throughout their career, Stockland has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of The West, Cardan Capital Partners LLC, Purshe Kaplan Sterling Investments, Cardan Capital Partners, LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Stockland holds Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado. Wealth Enhancement Advisory Services, LLC is an advisory company that has its headquarters in Minneapolis, MN. It handles $56 billion in total assets across its 128,050 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 128,050 client accounts, 27% belong to high-net-worth investors who have at least $1 million in assets. The company provides a number 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 services are offered. However, fees billed by Wealth Enhancement Advisory Services, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

2 years

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

Kristen Stockland Work History

Kristen has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2019 - 2021 (2 years)

Cardan Capital Partners, LLC

2016 - 2017 (1 year)

Purshe Kaplan Sterling Investments

2015 - 2021 (6 years)

Cardan Capital Partners LLC

2014 - 2015 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2014 (5 years)

Bank Of The West

*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 Kristen Stockland 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
Chloe Briel
Minneapolis, MN
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI
Kevin Saylor
Alpharetta, GA
Katy Chase
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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