Heather
Benash

Wealth Enhancement Advisory Services, LLC

CRD#6271329
Investment Advisor
in Minneapolis, MN

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About this Advisor

Heather Benash is a financial advisor who works in Minneapolis, Minnesota. Benash is currently employed by Wealth Enhancement Advisory Services, LLC. Benash has gained experience at Sva Plumb Wealth Management LLC, Alliance Benefit Group, Wealth Enhancement Group, Wealth Enhancement Advisory Services and Associated Dentists, S.C. Benash maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Wisconsin. Wealth Enhancement Advisory Services, LLC is a business operating out of Minneapolis, MN. It administers $56 billion in assets under management between its 128,050 client accounts, making it one of the biggest firms in the country by assets under management. Of its 128,050 client accounts, 27% are held by high-net-worth investors who have more than $1 million in assets. The company provides a broad 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 typically depend on the type of financial services provided. However, fees billed by Wealth Enhancement Advisory Services, LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

Heather Benash Work History

Heather has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Wealth Enhancement Group

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2022 - 2023 (1 year)

Associated Dentists, S.C

2021 - 2022 (1 year)

Wealth Enhancement Group

2021 - 2022 (1 year)

Wealth Enhancement Advisory Services

2013 - 2020 (7 years)

Sva Plumb Wealth Management LLC

2012 - 2013 (1 year)

Alliance Benefit 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 Heather Benash 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

Jason Beaird
Brentwood, TN
Reginald Hunnicutt
Minneapolis, MN
Devin Hanson
Saint Helena, CA
Connor Smith
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Katy Chase
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Gideon Hicks
Green Bay, WI

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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