Zachary
Haussler

Wealth Enhancement Advisory Services, LLC

CRD#6833179
Investment Advisor
in Fulton, MD

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About this Advisor

Zachary Haussler is a financial advisor who works out of Fulton, Maryland. Haussler is on the advisory team at Wealth Enhancement Advisory Services, LLC. Over the course of their career, they have held roles at Planning Solutions Group, Wealth Enhancement Group, St. Mary'S College Of Maryland, Glenelg High School, Lpl Financial LLC, Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services. Haussler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Wealth Enhancement Advisory Services, LLC is a firm headquartered in Minneapolis, MN. It has $56 billion in total assets between its 128,050 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 128,050 accounts, 27% belong to high-net-worth individuals who have greater than $1 million in investable assets. Wealth Enhancement Advisory Services, LLC provides a wide set 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 billed by Wealth Enhancement Advisory Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

8161 Maple Lawn Blvd Suite 400
Fulton, MD 20759

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

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

128,050

MD Average: 8,262
Average Account Size

$440,396

MD 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

Zachary Haussler Work History

Zachary has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Wealth Enhancement Advisory Services

2022 - Present (2 years)

Wealth Enhancement Brokerage Services

2019 - Present (5 years)

Wealth Enhancement Group

2019 - Present (5 years)

Lpl Financial LLC

2018 - 2019 (1 year)

Planning Solutions Group

2014 - 2018 (4 years)

St. Mary'S College Of Maryland

2010 - 2014 (4 years)

Glenelg High School

*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 Zachary Haussler 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

Samuel Zito
Minneapolis, MN
Christopher Baker
Minneapolis, MN
Michael Jette
Minneapolis, MN
William Buhr
Itasca, IL
Kevin Saylor
Alpharetta, GA
Austin Thielen
Minneapolis, MN
Katy Chase
Minneapolis, MN
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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