Jacqueline
Ampe
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Jacqueline Ampe is a certified financial planner who works out of Sartell, Minnesota with a total of 9 years of relevant experience. Ampe currently works for Wealth Enhancement Advisory Services, LLC. Over the course of their career, Ampe has held roles at Kenneth H. T. Olson, Cpa LTD, 1St Global Capital Corp, 1St Global Advisors, Inc, Wealth Enhancement Group, Lpl Financial, LLC, Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. Ampe holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Wealth Enhancement Advisory Services, LLC is a registered investment firm based in Minneapolis, MN. It oversees $56 billion in assets under management among its 128,050 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers 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 advisory fee schedules depend on which services are provided. However, fees billed by Wealth Enhancement Advisory Services, LLC likely 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
Jacqueline Ampe Work History
Jacqueline has been registered as a financial advisor for 9 years.*
Wealth Enhancement Group
Lpl Financial, LLC
Wealth Enhancement Brokerage Services
Wealth Enhancement Advisory Services
1St Global Advisors, Inc
1St Global Capital Corp
Kenneth H. T. Olson, Cpa LTD
*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 Jacqueline Ampe 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
Walnut Creek, CA
Minneapolis, MN
Alpharetta, GA
Saint Helena, CA
Houston, TX
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.
