Carl
Hedstrom

Wealth Enhancement Advisory Services, LLC

CRD#1535132
Investment Advisor
in Charlotte, NC

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About this Advisor

Carl Hedstrom is a financial advisor operating in Charlotte, North Carolina with 2 years of relevant experience. Hedstrom is an employee of Wealth Enhancement Advisory Services, LLC. Over the course of their career, they have held roles at Cetera Advisor Networks LLC, Carroll Financial Associates, Lpl Financial, LLC, Wealth Enhancement Advisory Services, LLC, Wealth Enhancement Group and Wealth Enhancement Brokerage Services. Hedstrom maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Wealth Enhancement Advisory Services, LLC is a financial advisory company based in Minneapolis, MN. It oversees $56 billion in total assets across its 128,050 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 128,050 client accounts, 27% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a broad 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 for financial advisory services typically depend on which service is offered. However, fee types charged by Wealth Enhancement Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

4521 Sharon Road Suite 400
Charlotte, NC 28211

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

NC Average: 8,262
Average Account Size

$440,396

NC 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

Carl Hedstrom Work History

Carl has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Wealth Enhancement Advisory Services, LLC

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Brokerage Services

2013 - 2021 (8 years)

Cetera Advisor Networks LLC

2004 - 2021 (17 years)

Carroll Financial Associates

*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 Carl Hedstrom 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

Katy Chase
Minneapolis, MN
Bernard Smit
Walnut Creek, CA
Laura Brantley
Houston, TX
Angela Breitsprecher
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Chloe Briel
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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