William
Bush

Wealth Enhancement Advisory Services, LLC

CRD#36968
Investment Advisor
in Minneapolis, MN

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About this Advisor

William Bush is a financial advisor who works in Minneapolis, Minnesota with a total of 3 years of relevant experience. Bush is an employee of Wealth Enhancement Advisory Services, LLC. During their career, the advisor has held roles at Bpu Investment Management, Inc, Lpl Financial, Wealth Enhancment Brokerage Services, Wealth Enhancement Group and Wealth Enhancment Advisory Services, LLC. Bush holds a Series 63 license, which qualifies them as a securities agent, and is registered to operate in Pennsylvania. Wealth Enhancement Advisory Services, LLC is an advisory business that has its headquarters in Minneapolis, MN. It oversees $56 billion in total assets among its 128,050 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 128,050 client accounts, 27% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business offers a wide assortment of services, such as 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 are based on which services the firm provides the client. However, fees billed by Wealth Enhancement Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

3 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

William Bush Work History

William has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial

2020 - Present (4 years)

Wealth Enhancment Brokerage Services

2020 - Present (4 years)

Wealth Enhancement Group

2020 - Present (4 years)

Wealth Enhancment Advisory Services, LLC

2009 - 2020 (11 years)

Bpu Investment Management, 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 William Bush 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

Samuel Zito
Minneapolis, MN
Brian Lomax
Goshen, NY
Jason Beaird
Brentwood, TN
Devin Hanson
Saint Helena, CA
Kevin Saylor
Alpharetta, GA
Shaun Callahan
Jacksonville, FL
Emily Reidenouer
Charlotte, NC
David Fox
Denver, CO

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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