Beverly
Rodrigue

Wealth Enhancement Advisory Services, LLC

CRD#4246083
Investment Advisor
in Minneapolis, MN

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About this Advisor

Beverly Rodrigue is a certified financial planner based in Minneapolis, Minnesota with a total of 2 years of relevant experience. Rodrigue is on the advisory team at Wealth Enhancement Advisory Services, LLC. Throughout their career, they have worked at North American Management Corp, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Lake Street Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Inc : 7691. Rodrigue maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Wealth Enhancement Advisory Services, LLC is a business headquartered in Minneapolis, MN. It controls $56 billion in total assets among its 128,050 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 128,050 client accounts, 27% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm provides 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 charged by financial advisors typically are based on the type of financial services provided. However, fee types charged by Wealth Enhancement Advisory Services, LLC can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

505 North Hwy 169 Suite 900
Minneapolis, MN 55441

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

MN Average: 8,262
Average Account Size

$440,396

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

Beverly Rodrigue Work History

Beverly has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2018 - 2021 (3 years)

North American Management Corp

2013 - 2018 (5 years)

Lake Street Advisors, LLC

2007 - 2013 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc : 7691

*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 Beverly Rodrigue 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
Gideon Hicks
Green Bay, WI
Angela Breitsprecher
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Chloe Briel
Minneapolis, MN
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.

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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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