Charles
Gray
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Charles Gray is a certified financial planner who works out of Minneapolis, Minnesota with 3 years of industry experience. Gray is an employee of Wealth Enhancement Advisory Services, LLC. Over the course of their career, Gray has held roles at Securian Financial Services, Inc, Minnesota Life, Gv Atlanta, Inc, Gv Financial Advisors, Inc, Joyn Atlanta, Inc, Joyn Advisors, Inc, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Gray maintains a Series 63 license, which qualifies them as a securities agent, and is registered to advise clients in Georgia and Texas. Wealth Enhancement Advisory Services, LLC is a registered investment business that has its headquarters in Minneapolis, MN. It manages $56 billion in total assets between its 128,050 accounts, placing it among the biggest firms in the United States by assets under management. Of its 128,050 accounts, 27% are held by high-net-worth clients who have greater than $1 million in investable assets. Wealth Enhancement Advisory Services, LLC has a broad set 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 fees vary depending on which services the firm provides the client. Fee types billed by Wealth Enhancement Advisory Services, LLC likely consist of some blend 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
Charles Gray Work History
Charles has been registered as a financial advisor for 3 years.*
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Joyn Atlanta, Inc
Joyn Advisors, Inc
Securian Financial Services, Inc
Minnesota Life
Gv Atlanta, Inc
Gv Financial Advisors, 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 Charles Gray 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
Itasca, IL
Green Bay, WI
Minneapolis, MN
Alpharetta, GA
Walnut Creek, CA
Charlotte, NC
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.
