Erika
Culwell
Wealth Enhancement Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Erika Culwell is a certified financial planner based in Minneapolis, Minnesota who has 1 year of relevant experience. Culwell is on the advisory team at Wealth Enhancement Advisory Services, LLC. Over the course of their career, Culwell has held roles at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Stillman Capital Group, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, Mutual Securities, Inc and Vivid Financial Management, Inc. Culwell has a Series 63 license, designating them as a securities agent, and is approved to work in California. Wealth Enhancement Advisory Services, LLC is a business that has its headquarters in Minneapolis, MN. It handles $56 billion in total assets between its 128,050 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% belong to high-net-worth clients who have greater than $1 million in assets. The company has 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. Fees for financial management typically are based on the type of financial services offered. However, fees charged by Wealth Enhancement Advisory Services, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wealth Enhancement Advisory Services, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$56,392,714,492
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
128,050
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$440,396
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
Erika Culwell Work History
Erika has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Wealth Enhancement Brokerage Services
Mutual Securities, Inc
Vivid Financial Management, Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services
Stillman Capital Group
*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 Erika Culwell 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
Minneapolis, MN
Minneapolis, MN
Brentwood, TN
Saint Helena, CA
Alpharetta, GA
Warren, NJ
Minneapolis, MN
Denver, CO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)