Jacob
Heins

Wealth Enhancement Advisory Services, LLC

CRD#7167425
Investment Advisor
in Minneapolis, MN

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About this Advisor

Jacob Heins is a certified financial planner who works in Minneapolis, Minnesota who has 1 year of industry experience. Heins is an advisor for Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Ameriprise Financial Services Inc, Monona Bank, University Of Wisconsin Colleges Registrar, Uw - Madison, Palatine Park District, William Rainey Harper College, (Privately Owned Farm), Hoffman Estates Park District, Palatine High School, Lpl, Wealth Enhancement Advisory Services, Wealth Enhancement Group and Wealth Enhancement Brokerage Services. Heins holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota. Wealth Enhancement Advisory Services, LLC is a firm operating out of Minneapolis, MN. It administers $56 billion in assets across its 128,050 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 128,050 accounts, 27% belong to high-net-worth investors who have more than $1 million in assets. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually are based on which service is offered. However, fees billed by Wealth Enhancement Advisory Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

Jacob Heins Work History

Jacob has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2019 - 2022 (3 years)

Ameriprise Financial Services Inc

2019 - 2019 (< 1 year)

Monona Bank

2018 - 2019 (1 year)

University Of Wisconsin Colleges Registrar

2017 - 2018 (1 year)

Uw - Madison

2017 - 2017 (< 1 year)

Palatine Park District

2016 - 2017 (1 year)

William Rainey Harper College

2016 - 2016 (< 1 year)

(Privately Owned Farm)

2015 - 2016 (1 year)

Hoffman Estates Park District

2011 - 2015 (4 years)

Palatine High School

*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 Heins 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

Angela Breitsprecher
Minneapolis, MN
Jason Beaird
Brentwood, TN
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI
Kevin Saylor
Alpharetta, GA
Charles Campbell
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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