Brian
Tegnander

Wealth Enhancement Advisory Services, LLC

CRD#2820240
Investment Advisor
in Goshen, NY

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About this Advisor

Brian Tegnander is a financial advisor based in Goshen, New York, working with Wealth Enhancement Advisory Services, LLC. Brian has previously held positions at Wealth Enhancement Group, Wealth Enhancement Advisory Services, and 10-15 Associates. Brian has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Brian is part of Wealth Enhancement Advisory Services, LLC, which operates out of Goshen, New York. 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

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

9 Coates Dr Suite 3
Goshen, NY 10924

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

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

154,394

NY Average: 8,262
Average Account Size

$466,499

NY 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

Brian Tegnander Work History

2020 - Present (4 years)

Wealth Enhancement Group

2020 - Present (4 years)

Wealth Enhancement Advisory Services

2000 - 2020 (20 years)

10-15 Associates

Disclosures

Please visit the SEC profile of Brian Tegnander 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

Peter Demartino
Los Angeles, CA
Ariel Da Silva
Minneapolis, MN
Eric Grafnitz
Minneapolis, MN
Jesse Hughes
Jackson, MO
Katelyn Fussell
Minneapolis, MN
Matthew Dorsey
Minneapolis, MN
Daniel Frederickson
Minneapolis, MN
Maura Mallaney
Parsippany, NJ

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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