Nathan
Cowen

Wealth Enhancement Advisory Services, LLC

CRD#2399693
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nathan Cowen is a financial advisor working in Minneapolis, Minnesota who has 2 years of relevant experience. Cowen is currently employed by Wealth Enhancement Advisory Services, LLC. During their career, Cowen has held roles at United Parcel Service, Cowen Capital Management, LLC, Sva Plumb Wealth Management, LLC, Seminole Hollywood Casino, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Cowen maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Wealth Enhancement Advisory Services, LLC is an advisory firm operating out of Minneapolis, MN. It controls $56 billion in assets under management across its 128,050 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 128,050 accounts, 27% belong to high-net-worth clients who have more than $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC has a number 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types billed by Wealth Enhancement Advisory Services, LLC most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 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

Nathan Cowen Work History

Nathan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2015 - 2020 (5 years)

Sva Plumb Wealth Management, LLC

2014 - 2015 (1 year)

United Parcel Service

2014 - 2015 (1 year)

Seminole Hollywood Casino

2012 - 2015 (3 years)

Cowen Capital Management, 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 Nathan Cowen 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

Chloe Briel
Minneapolis, MN
Reginald Hunnicutt
Minneapolis, MN
Laura Brantley
Houston, TX
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Bernard Smit
Walnut Creek, CA
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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