Gary
Sugg
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Gary Sugg is a financial advisor based in Minneapolis, Minnesota with 1 year of industry experience. Sugg works at Wealth Enhancement Advisory Services, LLC. Over the course of their career, they have held roles at Carroll Financial Associates Inc, Cetera Advisor Networks, The Ability Experience, Pi Kappi Phi, Quail Hollow Club, Appalachian State University, Cetera Advisor Networks LLC, Lpl Financial LLC, Wealth Enhancement Advisory Services LLC, Wealth Enhacement Group and Wealth Enhancement Brokerage Services. Sugg has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Wealth Enhancement Advisory Services, LLC is an advisory business operating out of Minneapolis, MN. It handles $56 billion in assets across its 128,050 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 128,050 accounts, 27% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC performs 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 management fee schedules typically vary depending on which services are offered. Fees billed by Wealth Enhancement Advisory Services, LLC can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$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
Gary Sugg Work History
Gary has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Wealth Enhancement Advisory Services LLC
Wealth Enhacement Group
Wealth Enhancement Brokerage Services
Carroll Financial Associates Inc
Cetera Advisor Networks
Cetera Advisor Networks LLC
The Ability Experience
Pi Kappi Phi
Quail Hollow Club
Appalachian State University
*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 Gary Sugg 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
Green Bay, WI
Minneapolis, MN
Alpharetta, GA
Minneapolis, MN
Charlotte, NC
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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