Yuval
Ezer

Wealth Enhancement Advisory Services, LLC

CRD#6469252
Investment Advisor
in Matthews, NC

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About this Advisor

Yuval Ezer is a chartered financial analyst based in Matthews, North Carolina with 1 year of relevant experience. Ezer is on the advisory team at Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Wealth Enhancement Group, Wealth Enhancement Advisory Services and North American Management. Ezer is able to work in North Carolina. Wealth Enhancement Advisory Services, LLC is a financial advisory business based out of Minneapolis, MN. It administers $56 billion in assets under management among its 128,050 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 128,050 accounts, 27% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Wealth Enhancement Advisory Services, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

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

Matthews, NC

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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

Yuval Ezer Work History

Yuval has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Wealth Enhancement Group

2021 - Present (3 years)

Wealth Enhancement Advisory Services

2009 - 2021 (12 years)

North American Management

*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 Yuval Ezer 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

Myra Natter
Minneapolis, MN
Brian Lomax
Goshen, NY
Michael Jette
Minneapolis, MN
Charles Campbell
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Reginald Hunnicutt
Minneapolis, MN
Chloe Briel
Minneapolis, MN
Bernard Smit
Walnut Creek, CA

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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