Nicole
Evenski

Wealth Enhancement Advisory Services, LLC

CRD#5222615
Investment Advisor
in Minneapolis, MN

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About this Advisor

Nicole Evenski is a financial advisor based out of Minneapolis, Minnesota, who has 9 years of relevant experience. Evenski is on the advisory team at Wealth Enhancement Advisory Services, LLC. Over the course of their career, Evenski has held roles at Wealth Enhancement Group, LLC, Lpl Financial, Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Brokerage Services. Evenski has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Wealth Enhancement Advisory Services, LLC is a financial advisory company that has its headquarters in Minneapolis, MN. It manages $56 billion in assets under management across its 128,050 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 128,050 client accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC has a broad 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. Fees for financial advice typically are based on which services are offered. Fees charged by Wealth Enhancement Advisory Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

9 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

Nicole Evenski Work History

Nicole has been registered as a financial advisor for 9 years.*

2012 - Present (12 years)

Wealth Enhancement Brokerage Services

2010 - Present (14 years)

Wealth Enhancement Advisory Services, LLC

2007 - Present (17 years)

Wealth Enhancement Group, LLC

2007 - Present (17 years)

Lpl Financial

*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 Nicole Evenski 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

Jason Beaird
Brentwood, TN
Samuel Zito
Minneapolis, MN
Myra Natter
Minneapolis, MN
David Fox
Denver, CO
Kevin Saylor
Alpharetta, GA
Devin Hanson
Saint Helena, CA
Cindy Hyde
Minneapolis, MN
Gideon Hicks
Green Bay, WI

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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