Mary Beth
Neeley
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Mary Beth Neeley is a certified financial planner based out of Jacksonville, Florida who has 5 years of relevant experience. Neeley works at Wealth Enhancement Advisory Services, LLC. Over the course of their career, they have held roles at Purshe Kaplan Sterling Investments, Retirement Strategies, Inc, Wealth Enhancement Advisory Services and Wealth Enhancement Group. Neeley has a Series 63 license, which qualifies them as a securities agent, and is registered to advise clients in Florida. Wealth Enhancement Advisory Services, LLC is a company operating out of Minneapolis, MN. It has $56 billion in total assets across its 128,050 client accounts, placing it among 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 individuals who have at least $1 million in assets. The company 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 typically depend on which services the firm provides the client. However, fees charged 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
Mary Beth Neeley Work History
Mary Beth has been registered as a financial advisor for 5 years.*
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Purshe Kaplan Sterling Investments
Retirement Strategies, 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 Mary Beth Neeley 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
Saint Helena, CA
Minneapolis, MN
Itasca, IL
Minneapolis, MN
Alpharetta, GA
Jacksonville, FL
Green Bay, WI
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.
