Gary
Quinzel

Wealth Enhancement Advisory Services, LLC

CRD#4879154
Investment Advisor
in Warren, NJ

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About this Advisor

Gary Quinzel is a certified financial planner and chartered financial analyst working out of Warren, New Jersey with 4 years of industry experience. Quinzel works at Wealth Enhancement Advisory Services, LLC. During their career, Quinzel has held roles at Aepg Wealth Strategies, Wealth Enhancement Advisory Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Wealth Enhancement Group. Quinzel holds Series 66 and Series 63 licenses, designating them as a securities broker, and is able to operate in New Jersey. Wealth Enhancement Advisory Services, LLC is a registered investment company operating out of Minneapolis, MN. It manages $56 billion in assets among its 128,050 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth clients who have more than $1 million in assets. Wealth Enhancement Advisory Services, LLC performs 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. Financial advisory fee schedules largely are based on which service is provided. Fee types charged by Wealth Enhancement Advisory Services, LLC most likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

4 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

25 Independence Blvd. Suite 102
Warren, NJ 07059

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

NJ Average: 8,262
Average Account Size

$440,396

NJ 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

Gary Quinzel Work History

Gary has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Wealth Enhancement Advisory Services

2019 - Present (5 years)

Wealth Enhancement Group

2016 - 2019 (3 years)

Aepg Wealth Strategies

2016 - 2016 (< 1 year)

Bank Of America, N.A

2004 - 2016 (12 years)

Merrill Lynch, Pierce, Fenner & Smith 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 Gary Quinzel 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

Angela Breitsprecher
Minneapolis, MN
Chloe Briel
Minneapolis, MN
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI
Kevin Saylor
Alpharetta, GA
Katy Chase
Minneapolis, MN
Emily Reidenouer
Charlotte, NC
Cindy Hyde
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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