Sean
Berger
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Sean Berger is a financial advisor based in Queensbury, New York, working with Wealth Enhancement Advisory Services, LLC. Sean has previously held positions at Adirondack Retirement Specialists, Lpl Financial LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, and American Portfolios Financial Services. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Sean is part of Wealth Enhancement Advisory Services, LLC, which operates out of Queensbury, 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
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
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
Sean Berger Work History
Lpl Financial LLC
Wealth Enhancement Group
Wealth Enhancement Advisory Services
Wealth Enhancement Brokerage Services
American Portfolios Financial Services
Adirondack Retirement Specialists
Disclosures
Please visit the SEC profile of Sean Berger 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
Minneapolis, MN
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Jackson, MO
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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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