Wealth Enhancement Brokerage Services, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
649
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 operates as an insurance broker-dealer. The entity is listed with SEC registration dating to 2004. Ownership is reported as a mix of a domestic entity and individual ownership. The firm's profile indicates it does not act as a capital allocator and is not characterized as an active ESG investor. It is not identified as a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser status. The data set does not include specific details on the firm's fee schedule, advisory offerings, client segments, or day-to-day business activities.

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 7
  • Brian Vnak

    Brian Vnak

    Chief Advisory OfficerCRD 5087016

  • Joseph Dieckhaus

    Joseph Dieckhaus

    Chief Compliance OfficerCRD 5374613

  • Scott Montes

    Scott Montes

    Chief Compliance OfficerCRD 3099221

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Contacts

3 of 642
  • Tara Graham

    Tara Graham

    Registered RepresentativeCRD 6884718

  • Laurie Stack

    Regional Vice PresidentCRD 2585716

  • Nathan Stancek

    Nathan Stancek

    Financial AdvisorCRD 4449474

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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