Robert
Scott

Wealth Enhancement Advisory Services, LLC

CRD#1426073
Investment Advisor
in Minneapolis, MN

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About this Advisor

Robert Scott is a financial advisor based in Minneapolis, Minnesota, working with Wealth Enhancement Advisory Services, LLC. Robert has previously held positions at Wealth Enhancement Advisory Services, Wealth Enhancement Group, and North American Management Corp. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Massachusetts. Currently, Robert is part of Wealth Enhancement Advisory Services, LLC, which operates out of Minneapolis, Minnesota. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

$72,024,609,099

MN Average: $5,289,111,388
Total Number of Accounts

154,394

MN Average: 8,262
Average Account Size

$466,499

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

Robert Scott Work History

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2021 - Present (3 years)

Wealth Enhancement Group

2008 - 2021 (13 years)

North American Management Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Scott 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

Ariel Da Silva
Minneapolis, MN
Jill Schmieding
Denver, CO
Eric Grafnitz
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Maura Mallaney
Parsippany, NJ
Colby Feane
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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