Bryan
Sadoff

Wealth Enhancement Advisory Services, LLC

CRD#2319633
Investment Advisor
in Milwaukee, WI

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About this Advisor

Bryan Sadoff is a financial advisor working in Milwaukee, Wisconsin who has 1 year of industry experience. Sadoff is on the advisory team at Wealth Enhancement Advisory Services, LLC. Sadoff has gained experience at Sadoff Investment Management / Ronald Sadoff'S Major Trends, Wealth Enhancement Group and Wealth Enhancement Advisory Services. Sadoff holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Illinois, Louisiana, Texas and Wisconsin. Wealth Enhancement Advisory Services, LLC is a financial advisory firm operating out of Minneapolis, MN. It controls $56 billion in assets across its 128,050 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth individuals who have more than $1 million in investable assets. Wealth Enhancement Advisory Services, LLC has a wide 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. Financial advisory fees typically are based on the financial services. However, fees billed by Wealth Enhancement Advisory Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

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

250 W Coventry Ct Suite 109
Milwaukee, WI 53217

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

WI Average: 8,262
Average Account Size

$440,396

WI 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

Bryan Sadoff Work History

Bryan 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

1997 - 2022 (25 years)

Sadoff Investment Management / Ronald Sadoff'S Major Trends

*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 Bryan Sadoff 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

Reginald Hunnicutt
Minneapolis, MN
Charles Campbell
Minneapolis, MN
David Fox
Denver, CO
Samuel Zito
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
Bernard Smit
Walnut Creek, CA
Brian Lomax
Goshen, NY
Katy Chase
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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