Anthony
Parrish

Wealth Enhancement Advisory Services, LLC

CRD#6437558
Investment Advisor
in Baxter, MN

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About this Advisor

Anthony Parrish is a financial advisor based in Baxter, Minnesota, working with Wealth Enhancement Advisory Services, LLC. Anthony has previously held positions at Ogi Eyewear, Wealth Enhancement Group, Lpl Financial LLC, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, Kestra Financial, Inc, and Wealth Enhancement Advisory Services LLC. Anthony has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Anthony is part of Wealth Enhancement Advisory Services, LLC, which operates out of Baxter, 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, CERTIFIED FINANCIAL PLANNER™

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

14275 Golf Course Dr. Ste 150
Baxter, MN 56425

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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

Anthony Parrish Work History

2017 - Present (7 years)

Wealth Enhancement Group

2017 - Present (7 years)

Lpl Financial LLC

2017 - Present (7 years)

Wealth Enhancement Advsory Services LLC

2017 - Present (7 years)

Wealth Enhancement Advisory Services

2017 - 2017 (< 1 year)

Kestra Financial, Inc

2015 - 2017 (2 years)

Wealth Enhancement Group

2015 - 2017 (2 years)

Lpl Financial LLC

2015 - 2017 (2 years)

Wealth Enhancement Brokerage Services

2015 - 2017 (2 years)

Wealth Enhancement Advisory Services

2010 - 2014 (4 years)

Ogi Eyewear

Disclosures

Please visit the SEC profile of Anthony Parrish 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

Brandon Mather
Coronado, CA
John Kaiser
Iselin, NJ
Peter Demartino
Los Angeles, CA
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Eric Grafnitz
Minneapolis, MN

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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