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Jennifer Elizabeth Boland

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC·PLYMOUTH, Minnesota
SIE, Series 7, Series 24, Series 63CFPClean record11 years registeredWEALTH ENHANCEMENT ADVISORY SERVICES, LLC
505 NORTH HWY 169, PLYMOUTH, MN 55441CRD# 4148448Firm CRD# 116407

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Elizabeth Boland · PLYMOUTH, MN
Registration
CRD #4148448 · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Mar 2015 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · March 4, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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 →
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05

Frequently Asked Questions

What services does Jennifer Elizabeth Boland offer?
Jennifer Elizabeth Boland specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.
What are Jennifer Elizabeth Boland's credentials?
Jennifer Elizabeth Boland holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jennifer Elizabeth Boland located?
Jennifer Elizabeth Boland 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 Jennifer Elizabeth Boland charge for services?
Jennifer Elizabeth Boland'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 at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Kenneth James Severud
PLYMOUTH, MN
Elizabeth Ann Hansen
PLYMOUTH, MN
Jennifer Bahr
PLYMOUTH, MN
Joseph Alan Dieckhaus
PLYMOUTH, MN
Michael William Stefano
PLYMOUTH, MN
Brian James Vnak
PLYMOUTH, MN
CFP

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