Christopher
Mattern

Wealth Enhancement Advisory Services, LLC

CRD#5561305
Investment Advisor
in Minneapolis, MN

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About this Advisor

Christopher Mattern is a certified financial planner working out of Minneapolis, Minnesota with 3 years of relevant experience. Mattern is on the advisory team at Wealth Enhancement Advisory Services, LLC. Throughout their career, Mattern has worked at Mycio Wealth Partners, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Rcl Advisors, LLC. Mattern holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in New York and Pennsylvania. Wealth Enhancement Advisory Services, LLC is a registered investment company based in Minneapolis, MN. It oversees $56 billion in assets between its 128,050 accounts, placing it among the largest firms in the nation by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number 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. Financial advisory fee schedules largely depend on which services are offered. Fees charged by Wealth Enhancement Advisory Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

Christopher Mattern Work History

Christopher has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Wealth Enhancement Group

2020 - Present (4 years)

Wealth Enhancement Advisory Services

2015 - 2019 (4 years)

Rcl Advisors, LLC

2009 - 2015 (6 years)

Mycio Wealth Partners, 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 Christopher Mattern 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
Charles Campbell
Minneapolis, MN
Chloe Briel
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Kevin Saylor
Alpharetta, GA
William Buhr
Itasca, IL
Emily Reidenouer
Charlotte, NC
Katy Chase
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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