Unclaimed Profile

James Loren Cahn

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC·PLYMOUTH, Minnesota

SIE, Series 7, Series 24, Series 66Clean record14 years registeredWEALTH ENHANCEMENT ADVISORY SERVICES, LLC

505 NORTH HWY 169, PLYMOUTH, MN 55441CRD# 6052512Firm CRD# 116407

Profile Verification

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

Identity

James Loren Cahn · PLYMOUTH, MN

Registration

CRD #6052512 · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · 14 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jun 2012 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 19, 2012

Years registered · 14

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

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Frequently Asked Questions

What services does James Loren Cahn offer?

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

What are James Loren Cahn's credentials?

James Loren Cahn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Loren Cahn located?

James Loren Cahn 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 James Loren Cahn charge for services?

James Loren Cahn'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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