Matthew
Geller

Wealth Enhancement Advisory Services, LLC

CRD#2062358
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Geller is a certified financial planner operating out of Atlanta, Georgia with 3 years of relevant experience. Geller is an employee of Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Minnesota Life Insurance Company, Securian Financial Services, Inc, Gv Atlanta, Inc, Gv Financial Advisors, Inc, Joyn Advisors, Inc, Joyn Atlanta, Inc, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Geller maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Georgia. Wealth Enhancement Advisory Services, LLC is a company operating out of Minneapolis, MN. It oversees $56 billion in assets under management across its 128,050 client accounts, making it one of the largest firms in the country by assets under management. Of its 128,050 customer accounts, 27% are held by high-net-worth investors who have at least $1 million in assets. Wealth Enhancement Advisory Services, LLC has 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. Fees for financial advice typically depend on the type of services. Fees charged by Wealth Enhancement Advisory Services, LLC most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

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

1100 Abernathy Road Ne Suite 500
Atlanta, GA 30328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

GA Average: 8,262
Average Account Size

$440,396

GA 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

Matthew Geller Work History

Matthew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Wealth Enhancement Group

2020 - Present (4 years)

Wealth Enhancement Advisory Services

2016 - Present (8 years)

Joyn Advisors, Inc

2016 - Present (8 years)

Joyn Atlanta, Inc

1991 - Present (33 years)

Minnesota Life Insurance Company

1991 - Present (33 years)

Securian Financial Services, Inc

2001 - 2016 (15 years)

Gv Financial Advisors, Inc

1991 - 2016 (25 years)

Gv Atlanta, 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 Matthew Geller 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

Katy Chase
Minneapolis, MN
Michael Jette
Minneapolis, MN
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI
Kevin Saylor
Alpharetta, GA
Bernard Smit
Walnut Creek, CA
Emily Reidenouer
Charlotte, NC
Cindy Hyde
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started