Tiffany
Rosetti

Wealth Enhancement Advisory Services, LLC

CRD#5338988
Investment Advisor
in Minneapolis, MN

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About this Advisor

Tiffany Rosetti is a financial advisor based in Minneapolis, Minnesota, working with Wealth Enhancement Advisory Services, LLC. Tiffany has previously held positions at Securian Financial Services, Inc, Gv Financial Advisors, Inc, Minnesota Life Insurance Company, Securian Financial Services Inc, Gv Atlanta, Inc, Joyn Atlanta, Inc, Joyn Advisors, Inc, Wealth Enhancement Group, Wealth Enhancement Advisory Services, and Wealth Enhancement Brokerage Services. Tiffany has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Tiffany 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 66, CERTIFIED FINANCIAL PLANNER™

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

Tiffany Rosetti Work History

2023 - Present (1 year)

Wealth Enhancement Brokerage Services

2020 - Present (4 years)

Wealth Enhancement Group

2020 - Present (4 years)

Wealth Enhancement Advisory Services

2016 - 2020 (4 years)

Minnesota Life Insurance Company

2016 - 2020 (4 years)

Securian Financial Services Inc

2016 - 2016 (< 1 year)

Gv Financial Advisors, Inc

2016 - 2016 (< 1 year)

Gv Atlanta, Inc

2016 - 2020 (4 years)

Joyn Atlanta, Inc

2016 - 2020 (4 years)

Joyn Advisors, Inc

2008 - 2016 (8 years)

Securian Financial Services, Inc

2008 - 2016 (8 years)

Gv Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Tiffany Rosetti 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

John Kaiser
Iselin, NJ
Christopher Trainor
Iselin, NJ
Mary Taliaferro
Cincinnati, OH
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Joseph Dieckhaus
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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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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