Bryan
Schumacher

Wealth Enhancement Advisory Services, LLC

CRD#5073648
Investment Advisor
in Minneapolis, MN

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About this Advisor

Bryan Schumacher is a certified financial planner working out of Minneapolis, Minnesota with 2 years of relevant experience. Schumacher is an employee of Wealth Enhancement Advisory Services, LLC. Throughout their career, Schumacher has worked at Sva Plumb Wealth Management, LLC, Wealth Enhancement Advisory Services and Wealth Enhancement Group. Schumacher has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Louisiana and Wisconsin. Wealth Enhancement Advisory Services, LLC is a company that has its headquarters in Minneapolis, MN. It controls $56 billion in total assets across its 128,050 customer accounts, making it one of 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 greater than $1 million in investable assets. The firm provides a diverse set 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. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Wealth Enhancement Advisory Services, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, 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

Bryan Schumacher Work History

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

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2021 - Present (3 years)

Wealth Enhancement Group

2017 - 2020 (3 years)

Sva Plumb Wealth Management, LLC

2013 - 2017 (4 years)

Sva Plumb Wealth Management, LLC

2011 - 2013 (2 years)

Sva Plumb Wealth Management, 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 Bryan Schumacher 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

Michael Jette
Minneapolis, MN
Austin Thielen
Minneapolis, MN
Gideon Hicks
Green Bay, WI
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Devin Hanson
Saint Helena, CA
Cindy Hyde
Minneapolis, MN
Laura Brantley
Houston, TX

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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