Unclaimed Profile

Brian James Vnak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC·PLYMOUTH, Minnesota

SIE, Series 7, Series 66CFPClean record12 years registeredWEALTH ENHANCEMENT ADVISORY SERVICES, LLC

505 NORTH HWY 169, PLYMOUTH, MN 55441CRD# 5087016Firm CRD# 116407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian James Vnak · PLYMOUTH, MN

Registration

CRD #5087016 · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · 12 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 2014 – present

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Jan 2014 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 29, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD 116407 · SEC 801-60749

AUM

$72.0B

Regulatory assets under management

Employees

712

154,394 client accounts

Services offered by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLYMOUTH?

Browse all registered financial advisors in PLYMOUTH, Minnesota or claim this profile if it's yours.

Browse PLYMOUTH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian James Vnak offer?

Brian James Vnak specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.

What are Brian James Vnak's credentials?

Brian James Vnak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian James Vnak located?

Brian James Vnak is based in PLYMOUTH, Minnesota, working with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Brian James Vnak charge for services?

Brian James Vnak's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fees received from third party investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has approximately 712 employees and manages $72.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →