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Gerald Wilfred Schwartz

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC·PLYMOUTH, Minnesota
Unclaimed Profile
505 NORTH HWY 169, PLYMOUTH, MN 55441CRD# 416275Firm CRD# 116407
01

About

Gerald Wilfred Schwartz is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
AUM
$72.0B
Regulatory assets under management
Employees
712
Total firm employees
View all advisors at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 416275
Firm CRD# 116407
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Wilfred Schwartz offer?
Gerald Wilfred Schwartz specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Gerald Wilfred Schwartz's credentials?
Gerald Wilfred Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Wilfred Schwartz located?
Gerald Wilfred Schwartz 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 Gerald Wilfred Schwartz charge for services?
Gerald Wilfred Schwartz'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.
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Other advisors in PLYMOUTH
Kelly Joseph Windorski — WEALTH ENHANCEMENT ADVISORY SERVICES, LLCJames David Goodland — SECURUS WEALTH MANAGEMENT, LLCKristen Marie Mueller — SECURUS WEALTH MANAGEMENT, LLCJonathan William Brenner — WALLEYE CAPITAL LLCRhonda Kavanagh — WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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