Wealth Enhancement Brokerage Services, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
644
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 in the data set as an insurance broker‑dealer. The firm appears on regulatory records dating back to 2004. Ownership is identified as a mix of a domestic entity and an individual. The dataset does not provide a description of specific advisory or business activities, fee schedules, or a client breakdown. Recorded attributes indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser. Those flags point toward a distribution/intermediary role rather than operating as an asset manager with discretionary pooled capital or a specialty institutional consultant.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 6
  • Brian Vnak

    Brian Vnak

    Chief Advisory OfficerCRD 5087016

  • Joseph Dieckhaus

    Joseph Dieckhaus

    Chief Compliance OfficerCRD 5374613

  • Ann Senne

    Ann Senne

    Chief Wealth OfficerCRD 2515669

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Contacts

3 of 638
  • Tara Graham

    Tara Graham

    Registered RepresentativeCRD 6884718

  • Nathan Stancek

    Nathan Stancek

    Financial AdvisorCRD 4449474

  • Jacob Lankford

    Jacob Lankford

    Financial PlannerCRD 7121116

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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