Nathan
Pugliese
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Nathan Pugliese is a certified financial planner and chartered financial consultant operating in Minneapolis, Minnesota who has 2 years of relevant experience. Pugliese is an employee of Wealth Enhancement Advisory Services, LLC. Pugliese has gained experience at Ameriprise Financial Services, Inc, Wealth Enhancement Group, Wealth Ehnancement Advisory Services, Wealth Enhancement Brokerage Services, Summit Financial, LLC, Summit Risk Management, LLC, Purshe Kaplan Sterling Investments and Lpl Financial LLC. Pugliese has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New Jersey. Wealth Enhancement Advisory Services, LLC is a financial advisory company based out of Minneapolis, MN. It oversees $56 billion in assets across its 128,050 customer accounts, placing it among the largest firms in the country by assets under management. Of its 128,050 accounts, 27% are associated with high-net-worth clients who have at least $1 million in assets. The business performs 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. A financial advisor's fees largely are based on the services. Fee types billed by Wealth Enhancement Advisory Services, LLC can be comprised of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$56,392,714,492
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
128,050
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$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
Nathan Pugliese Work History
Nathan has been registered as a financial advisor for 2 years.*
Wealth Enhancement Group
Wealth Ehnancement Advisory Services
Wealth Enhancement Brokerage Services
Lpl Financial LLC
Purshe Kaplan Sterling Investments
Summit Financial, LLC
Summit Risk Management, LLC
Ameriprise Financial Services, Inc
*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 Pugliese 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
Houston, TX
Green Bay, WI
Alpharetta, GA
Walnut Creek, CA
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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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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