Amy
Oguntala
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Amy Oguntala is a certified financial planner based out of Minneapolis, Minnesota with 3 years of relevant experience. Oguntala currently works for Wealth Enhancement Advisory Services, LLC. Throughout their career, Oguntala has worked at Securian Financial Services Inc, Gv Financial Advisors Inc, Accenture, Joyn Advisors, Inc, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Suntrust Bank. Oguntala holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Wealth Enhancement Advisory Services, LLC is a financial advisory firm based out of Minneapolis, MN. It has $56 billion in assets across its 128,050 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth investors who have more than $1 million in assets available to invest. 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 fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Wealth Enhancement Advisory Services, LLC can include any combination 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
Amy Oguntala Work History
Amy has been registered as a financial advisor for 3 years.*
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Securian Financial Services Inc
Securian Financial Services Inc
Gv Financial Advisors Inc
Joyn Advisors, Inc
Accenture
Suntrust Bank
*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 Amy Oguntala 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
Walnut Creek, CA
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Alpharetta, GA
Minneapolis, MN
Charlotte, NC
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.
