Amanda
Wright

Wealth Enhancement Advisory Services, LLC

CRD#7199088
Investment Advisor
in Oak Ridge, TN

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About this Advisor

Amanda Wright is a financial advisor based in Oak Ridge, Tennessee, working with Wealth Enhancement Advisory Services, LLC. Amanda has previously held positions at Fidelity Investments, Lexington Medical Center, Y-12 Federal Credit Union, Uw Credit Union, University Of Wisconsin-Madison, Wealth Enhancement Group, Wealth Enhancement Brokerage Services, and Wealth Enhancement Advisory Services. Amanda has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Amanda is part of Wealth Enhancement Advisory Services, LLC, which operates out of Oak Ridge, Tennessee. 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 66

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

Oak Ridge, TN

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$72,024,609,099

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

154,394

TN Average: 8,262
Average Account Size

$466,499

TN 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

Amanda Wright Work History

2024 - Present (0 year)

Wealth Enhancement Group

2024 - Present (0 year)

Wealth Enhancement Brokerage Services

2024 - Present (0 year)

Wealth Enhancement Advisory Services

2023 - Present (1 year)

Wealth Enhancement Group

2023 - Present (1 year)

Wealth Enhancement Brokerage Services

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2019 - 2023 (4 years)

Fidelity Investments

2018 - 2019 (1 year)

Lexington Medical Center

2016 - 2018 (2 years)

Y-12 Federal Credit Union

2015 - 2016 (1 year)

Y-12 Federal Credit Union

2013 - 2015 (2 years)

Uw Credit Union

2011 - 2015 (4 years)

University Of Wisconsin-Madison

Disclosures

Please visit the SEC profile of Amanda Wright 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

Kendra Baranko
Minneapolis, MN
Jill Schmieding
Denver, CO
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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