Billy
Dutton

Wealth Enhancement Advisory Services, LLC

CRD#1260962
Investment Advisor
in Brentwood, TN

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About this Advisor

Billy Dutton is a chartered financial analyst based out of Brentwood, Tennessee who has 1 year of relevant experience. Dutton is an advisor for Wealth Enhancement Advisory Services, LLC. Over the course of their career, Dutton has held roles at Kings Point Capital Management LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Dutton maintains a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Tennessee. Wealth Enhancement Advisory Services, LLC is a business headquartered in Minneapolis, MN. It has $56 billion in total assets between its 128,050 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 128,050 customer accounts, 27% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Wealth Enhancement Advisory Services, LLC performs a wide 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 management typically are based on the type of services provided. Fees billed by Wealth Enhancement Advisory Services, LLC most likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

112 Westwood Pl Suite 210
Brentwood, TN 37027

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

TN Average: 8,262
Average Account Size

$440,396

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

Billy Dutton Work History

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

2022 - Present (2 years)

Wealth Enhancement Group

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2006 - 2022 (16 years)

Kings Point Capital Management LLC

*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 Billy Dutton 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
Laura Brantley
Houston, TX
Gideon Hicks
Green Bay, WI
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Connor Smith
Minneapolis, MN
Emily Reidenouer
Charlotte, NC
Shaun Callahan
Jacksonville, FL

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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