Wealth Enhancement Brokerage Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
657
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 that functions as an insurance broker‑dealer. The firm is identified as owned by a domestic entity and/or individual and is not structured as a capital allocator. Public snapshot attributes indicate it does not position itself as an active ESG investor and is not flagged as a multi‑state adviser, pension consultant, or related adviser. The available profile does not list a fee structure, advisory activities, or a client segmentation, so the firm's public description centers on its broker‑dealer classification rather than on discretionary asset management or advisory product lines.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth