Wealth Enhancement Brokerage Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
656
Avg account
$0

Firm details

Headquarters
Plymouth, Minnesota
CRD number
130139
Registered since
June 21, 2004

Firm profile

FINTRX

Overview

Wealth Enhancement Brokerage Services, LLC is organized as a limited liability company and is classified as an insurance broker-dealer. Ownership is listed as a mix of a domestic entity and individuals. The firm's FINTRX profile identifies it as a distributor of insurance-linked products rather than a discretionary capital allocator: it does not operate as a capital allocator, is not designated a multi-state adviser, and is not a pension consultant or related adviser. The profile also notes the firm is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Brian Vnak

    Brian Vnak

    Chief Advisory OfficerCRD 5087016

  • Jeffrey Dekko

    Jeffrey Dekko

    Chief Executive OfficerCRD 4648018

  • Daniel Stampf

    Daniel Stampf

    Chief Product OfficerCRD 3046148

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Contacts

3 of 650
  • Gary Williamson

    Gary Williamson

    Senior Vice President, Financial AdvisorCRD 5658776

  • Kimberly Day

    Kimberly Day

    Vice President, Financial AdvisorCRD 5678952

  • Daniel Brown

    Daniel Brown

    Director of Advisor ServicesCRD 5700972

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plymouth, MN

Hennepin

Location

Plymouth, MN

Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
505 Highway 169 N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth