Alaina
Mattix
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Alaina Mattix is a financial advisor who works in Atlanta, Georgia with 1 year of relevant experience. Mattix is an employee of Wealth Enhancement Advisory Services, LLC. Mattix has gained experience at The Vanguard Group, Inc, Ally Financial Inc, North Forke Plantation Swim Team, Gardner Webb University, Georgia Perimeter College, University Of Georgia, Reap Group, LLC, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Mattix has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Wealth Enhancement Advisory Services, LLC is an advisory business operating out of Minneapolis, MN. It manages $56 billion in assets among its 128,050 customer 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 investors who have at least $1 million in assets. The firm has 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 usually vary depending on which service is provided. Fees charged by Wealth Enhancement Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$56,392,714,492
128,050
$440,396
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
Alaina Mattix Work History
Alaina has been registered as a financial advisor for 1 years.*
Wealth Enhancement Advisory Services
Wealth Enhancement Group
Reap Group, LLC
The Vanguard Group, Inc
Ally Financial Inc
University Of Georgia
Georgia Perimeter College
Gardner Webb University
North Forke Plantation Swim Team
*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 Alaina Mattix 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
Brentwood, TN
Green Bay, WI
Minneapolis, MN
Alpharetta, GA
Walnut Creek, CA
Charlotte, NC
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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