Andrew
Gipson

Wealth Enhancement Advisory Services, LLC

CRD#6881129
Investment Advisor
in Bradenton, FL

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About this Advisor

Andrew Gipson is a certified financial planner based in Bradenton, Florida who has 1 year of industry experience. Gipson is on the advisory team at Wealth Enhancement Advisory Services, LLC. The advisor has gained experience at Charles Schwab & Co., Inc, Pinch A Penny Pools, Valencia Community College, St. Petersburg College, Florida State University, Integra Capital Advisors, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Gipson maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Florida. Wealth Enhancement Advisory Services, LLC is a registered investment company operating out of Minneapolis, MN. It administers $56 billion in assets across its 128,050 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth clients who have more than $1 million in investable assets. Wealth Enhancement Advisory Services, LLC 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. A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by Wealth Enhancement Advisory Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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

1001 3Rd Ave W Suite 450
Bradenton, FL 34205

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

FL Average: 8,262
Average Account Size

$440,396

FL 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

Andrew Gipson Work History

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

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2018 - 2022 (4 years)

Integra Capital Advisors

2017 - 2018 (1 year)

Charles Schwab & Co., Inc

2017 - 2017 (< 1 year)

Pinch A Penny Pools

2016 - 2016 (< 1 year)

Pinch A Penny Pools

2015 - 2017 (2 years)

Florida State University

2014 - 2015 (1 year)

St. Petersburg College

2012 - 2014 (2 years)

Valencia Community College

*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 Andrew Gipson 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

Bernard Smit
Walnut Creek, CA
William Buhr
Itasca, IL
Angela Breitsprecher
Minneapolis, MN
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Michael Jette
Minneapolis, MN
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI

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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