Adam
Nguyen

Wealth Enhancement Advisory Services, LLC

CRD#5927308
Investment Advisor
in Sartell, MN

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About this Advisor

Adam Nguyen is a financial advisor based in Sartell, Minnesota, working with Wealth Enhancement Advisory Services, LLC. Adam has previously held positions at Wealth Enhancement Group, Lpl Financial, Wealth Enhancement Brokerage Services, and Wealth Enhancement Advisory Services. Adam has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Adam is part of Wealth Enhancement Advisory Services, LLC, which operates out of Sartell, Minnesota. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

2351 Connecticut Ave Suite 310
Sartell, MN 56377

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

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

154,394

MN Average: 8,262
Average Account Size

$466,499

MN 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

Adam Nguyen Work History

2014 - Present (10 years)

Wealth Enhancement Brokerage Services

2012 - Present (12 years)

Lpl Financial

2012 - Present (12 years)

Wealth Enhancement Advisory Services

2011 - Present (13 years)

Wealth Enhancement Group

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Disclosures

Please visit the SEC profile of Adam Nguyen 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

Ariel Da Silva
Minneapolis, MN
Eric Grafnitz
Minneapolis, MN
Peter Demartino
Los Angeles, CA
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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