Brenna
Ihli

Wealth Enhancement Advisory Services, LLC

CRD#6993992
Investment Advisor
in Minneapolis, MN

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About this Advisor

Brenna Ihli is a financial advisor based in Minneapolis, Minnesota, working with Wealth Enhancement Advisory Services, LLC. Brenna has previously held positions at Lpl Financial, LLC, Wealth Enhancement Group, Rbc Wealth Management, Torrid, Knowledge Transfer Consulting Services, Uline, Chuck And Dons, Door Dash, Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services, and Minnesota Society Of Certified Public Accounts. Brenna has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Brenna is part of Wealth Enhancement Advisory Services, LLC, which operates out of Minneapolis, 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

505 North Hwy 169 Suite 900
Minneapolis, MN 55441

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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

Brenna Ihli Work History

2024 - Present (0 year)

Wealth Enhancement Group

2024 - Present (0 year)

Wealth Enhancement Brokerage Services

2024 - Present (0 year)

Wealth Enhancement Advisory Services

2023 - Present (1 year)

Minnesota Society Of Certified Public Accounts

2021 - 2023 (2 years)

Lpl Financial, LLC

2021 - 2023 (2 years)

Wealth Enhancement Group

2021 - 2023 (2 years)

Wealth Enhancement Advisory Services

2020 - 2020 (< 1 year)

Door Dash

2020 - 2023 (3 years)

Wealth Enhancement Brokerage Services

2018 - 2019 (1 year)

Rbc Wealth Management

2018 - 2018 (< 1 year)

Torrid

2017 - 2018 (1 year)

Knowledge Transfer Consulting Services

2016 - 2017 (1 year)

Uline

2014 - 2016 (2 years)

Chuck And Dons

Disclosures

Please visit the SEC profile of Brenna Ihli 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

Jill Schmieding
Denver, CO
Mary Taliaferro
Cincinnati, OH
Eric Grafnitz
Minneapolis, MN
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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