Jacob
Babiuk
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Jacob Babiuk is a financial advisor based out of Minneapolis, Minnesota who has 2 years of relevant experience. Babiuk is currently employed by Wealth Enhancement Advisory Services, LLC. During their career, the advisor has held roles at Securities America, Inc, Uw-Whitewater, Deer Valley Golf, Mount Horeb Area School District, University Of Wisconsin-Whitewater, Securities America Advisors, Sva Wealth Management, LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Babiuk has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Wisconsin. Wealth Enhancement Advisory Services, LLC is a registered investment firm that has its headquarters in Minneapolis, MN. It controls $56 billion in assets under management among its 128,050 client accounts, placing it among the largest firms in the country by assets under management. Of its 128,050 customer accounts, 27% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a diverse assortment 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 vary depending on which service is provided. Fees charged by Wealth Enhancement Advisory Services, LLC can include 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
Jacob Babiuk Work History
Jacob has been registered as a financial advisor for 2 years.*
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Deer Valley Golf
Sva Wealth Management, LLC
Securities America, Inc
Securities America Advisors
Uw-Whitewater
University Of Wisconsin-Whitewater
Mount Horeb Area School District
*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 Jacob Babiuk 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
Walnut Creek, CA
Itasca, IL
Green Bay, WI
Minneapolis, MN
Alpharetta, GA
Minneapolis, MN
Charlotte, NC
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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