Richard
Heard

Wealth Enhancement Advisory Services, LLC

CRD#6245870
Investment Advisor
in Houston, TX

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About this Advisor

Richard Heard is a certified financial planner who works in Houston, Texas, with 2 years of relevant experience. Heard works at Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Thermo Fisher Scientific, Axa Advisors, LLC, Equitable Advisors, LLC, Lpl Financial LLC, Wealth Enhancement Advisory Services, LLC, Wealth Enhancement Group and Wealth Enhancement Brokerage Services. Heard holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Wealth Enhancement Advisory Services, LLC is an advisory company headquartered in Minneapolis, MN. It administers $56 billion in assets under management across its 128,050 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 128,050 customer accounts, 27% are associated with high-net-worth clients who have more than $1 million in assets. The company has a broad array 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Wealth Enhancement Advisory Services, LLC likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

18211 Katy Fwy Suite 225
Houston, TX 77094

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

TX Average: 8,262
Average Account Size

$440,396

TX 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

Richard Heard Work History

Richard 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 - 2020 (7 years)

Axa Advisors, LLC

2013 - 2021 (8 years)

Equitable Advisors, LLC

2012 - 2014 (2 years)

Thermo Fisher Scientific

*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 Richard Heard 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
David Fox
Denver, CO
Michael Jette
Minneapolis, MN
William Buhr
Itasca, IL
Kevin Saylor
Alpharetta, GA
Reginald Hunnicutt
Minneapolis, MN
Laura Brantley
Houston, TX
Chloe Briel
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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