James
Sandager
Wealth Enhancement Advisory Services, LLC
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About this Advisor
James Sandager is a certified financial planner working out of West Des Moines, Iowa who has 15 years of industry experience. Sandager is an employee of Wealth Enhancement Advisory Services, LLC. Sandager has gained experience at Lpl Financial LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services, LLC. Sandager holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Iowa. Wealth Enhancement Advisory Services, LLC is a business operating out of Minneapolis, MN. It oversees $56 billion in assets under management between its 128,050 client accounts, placing it among the largest firms in the United States by assets under management. Of its 128,050 accounts, 27% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a number of services, such as 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 largely depend on the financial services offered. Fee types charged by Wealth Enhancement Advisory Services, LLC can be 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
James Sandager Work History
James has been registered as a financial advisor for 15 years.*
Lpl Financial LLC
Wealth Enhancement Group
Wealth Enhancement Advisory Services, LLC
*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 James Sandager 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
Walnut Creek, CA
Green Bay, WI
Minneapolis, MN
Alpharetta, GA
Minneapolis, MN
Minneapolis, MN
Houston, TX
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.
