Dixon
Downey
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Dixon Downey is a certified financial planner working in Danbury, Connecticut who has 2 years of relevant experience. Downey currently works for Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, Round Rock Advisors LLC, Triad Advisors, Reby Advisors, LLC, Lpl Financial, LLC and Wealth Enhancement Group. Downey has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut. Wealth Enhancement Advisory Services, LLC is a company headquartered in Minneapolis, MN. It oversees $56 billion in assets between its 128,050 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides 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 fee schedules largely are based on the services provided. However, fee types billed by Wealth Enhancement Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
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
Dixon Downey Work History
Dixon has been registered as a financial advisor for 2 years.*
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services
Lpl Financial, LLC
Wealth Enhancement Group
Triad Advisors
Reby Advisors, LLC
Round Rock Advisors LLC
Ameriprise Financial Services, Inc
*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 Dixon Downey 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
Minneapolis, MN
Brentwood, TN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Walnut Creek, CA
Green Bay, WI
Houston, TX
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.
