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Paladin Research Report For:

Wealth Enhancement Group

505 N. Highway 169
Suite 900
Plymouth, MN 55441
888-236-9777

About Wealth Enhancement Group

At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth.

With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance and estate planning.

You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control.

Offices in Minnesota:

Alexandria, MN 303 22nd Ave. W., Suite 200, Alexandria, MN 56308

Arden Hills, MN 3900 Northwoods Dr., Suite 340, Arden Hills, MN 55112

Brainerd, MN 14275 Golf Course Rd., Suite 150, Baxter, MN 56425

Burnsville, MN 350 W. Burnsville Pkwy, Suite 600, Burnsville, MN 55337

Eden Prairie, MN 775 Prairie Center Drive, Suite 380, Eden Prairie, MN 55344

Mankato, MN 810 Madison Ave., Suite 600, Mankato, MN 56001

Plymouth, MN 505 N. Highway 169, Suite 900, Plymouth, MN 55441

Rochester, MN 975 34th Ave NW, Suite 250, Rochester, MN 55901

St. Cloud, MN 2351 Connecticut Ave., Suite 310, Sartell, MN 56377

Woodbury, MN 576 Bielenberg Drive, Suite 120, Woodbury, MN 55125

See Disclosures

General Information

Firm Start Year
  • 1997
No. of Employees
  • 100-499
Name of Broker/Dealer
  • LPL Financial
States Licensed in
  • AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO,MS, MT, NC, ND, NH, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY ONLY
Years of Experience in Financial Services
  • 20
Work with the following types of clients
  • Retirees
Advisory Services Provided
  • Tax Advice and Services, Financial Planning for Individuals, Retirement Planning, Estate Planning & Trusts

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1879027/paladinregistry-Wealth-Enhancement-Group-detailed-disclosure.html

Disclaimer

Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.