Harold
Delaney

Wealth Enhancement Advisory Services, LLC

CRD#4187682
Investment Advisor
in Minneapolis, MN

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About this Advisor

Harold Delaney is a certified financial planner based in Minneapolis, Minnesota who has 3 years of relevant experience. Delaney is currently employed by Wealth Enhancement Advisory Services, LLC. Delaney has gained experience at Fidelity Brokerage Services LLC, Real Estate / Self Employed and Advisors Capital Management, LLC. Delaney holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to work in Massachusetts. Wealth Enhancement Advisory Services, LLC is an advisory company operating out of Minneapolis, MN. It oversees $56 billion in total assets among its 128,050 client accounts, placing it among the largest firms in the country 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. Wealth Enhancement Advisory Services, LLC offers a wide range 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 service is offered. However, fees charged by Wealth Enhancement Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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

Harold Delaney Work History

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

2018 - Present (6 years)

Advisors Capital Management, LLC

2015 - Present (9 years)

Real Estate / Self Employed

2004 - 2015 (11 years)

Fidelity Brokerage Services 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 Harold Delaney 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

Myra Natter
Minneapolis, MN
David Fox
Denver, CO
Gideon Hicks
Green Bay, WI
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Reginald Hunnicutt
Minneapolis, MN
Emily Reidenouer
Charlotte, NC
Cindy Hyde
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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