William
Buhr
Wealth Enhancement Advisory Services, LLC
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About this Advisor
William Buhr is a chartered financial analyst who works out of Itasca, Illinois who has 3 years of relevant experience. Buhr is currently employed by Wealth Enhancement Advisory Services, LLC. The advisor has gained experience at Credit Suisse Securities (Usa) LLC, Credit Suisse Lending LLC, Wells Fargo Clearing Services, LLC, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, Wells Fargo Advisors, LLC, Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Lpl Financial and Wealth Enhancement Advisory Services. Buhr has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Wealth Enhancement Advisory Services, LLC is a company operating out of Minneapolis, MN. It oversees $56 billion in total assets among its 128,050 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 128,050 client accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets. Wealth Enhancement Advisory Services, LLC 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. Financial management fee schedules typically vary depending on the services. Fees charged by Wealth Enhancement Advisory Services, LLC most likely consist of any 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
William Buhr Work History
William has been registered as a financial advisor for 3 years.*
Wealth Enhancement Group
Wealth Enhancement Brokerage Services
Lpl Financial
Wealth Enhancement Advisory Services
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Credit Suisse Lending LLC
Credit Suisse Securities (Usa) 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 William Buhr 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
Alpharetta, GA
Saint Helena, CA
Minneapolis, MN
Jacksonville, FL
Minneapolis, MN
Minneapolis, MN
Itasca, IL
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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