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Wealth Enhancement Group | Financial Advisor in Plymouth ,MN

505 North Highway 169 Suite 900
Plymouth, MN 55441

[Compare Jeff with other financial advisors in Plymouth, MN]

About

Founded in the mid-1990s, Wealth Enhancement Group has grown to become one of the most well-respected financial services firms in the Midwest, servicing more than $3 billion in assets. At Wealth Enhancement Group, we provide our hardworking clients with the kind of high-quality advice and planning that's typically offered to the ultra wealthy. Our fundamental purpose is to work as a team to do what's best for the client, and we deliver on that promise in three ways: 1) A Roundtable team of specialists. Our team-based approach to financial planning helps ensure that our clients' plans are covered from all angles, including tax strategies, estate planning, insurance, retirement income planning and investment management. 2) Independence. As a privately-held firm, we aren't beholden to any Wall Street bosses, and we don't have any proprietary products to sell. We're able to give our clients unbiased, objective advice that's in their best interests. 3) Values-Driven Planning. We take the time to get to know each and every one of our clients' fundamental values, as we believe these provide the firmest foundation for any financial plan. Wealth Enhancement Group currently serves clients via 13 offices throughout Minnesota and Iowa.

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Susan, a Retired School Teacher from New York


General Information
Firm Start Year:   1997
No.of Employees:   100-499
Name of Broker/Dealer:   LPL Financial
I work with the following types of clients:   Individual Investors , Retirees



FAQs


DISCLAIMER

Securities registrations are held at LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Wealth Enhancement Advisory Services, a registered investment advisor.

Jeff Hockert

Jeff Hockert

Biography


Jeff, a CERTIFIED FINANCIAL PLANNER " professional, has been a Financial Advisor for 20 years. He is passionate about educating his clients on the most comprehensive strategies to help minimize their investment risk and maintain their current lifestyle during retirement. He considers listening to his clients his greatest strength and applies the knowledge of the entire Wealth Enhancement Group team to help protect the assets that clients already have and help them make educated decisions for the future. In 2013, Jeff was recognized as one of Barron's magazine Top 1,000 Advisors. Jeff's ranking places him among the top 20 financial advisors in Minnesota. Jeff is a six-time winner of the FIVE STAR Best in Client Satisfaction Wealth Manageras noted in the Minneapolis–Saint Paul Magazine and Twin Cities Business magazine. He describes himself as a financial coach who assists clients who are motivated to create wealth over the long term. He and his family live in Plymouth, where they are active in the community with their kids, sports and outdoor activities.

**¹ Barron's Top 1000 Financial Advisor award is based on assets managed, revenue and quality of practice.
** ² Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.

My Team


Justin began his career in the financial services industry more than 20 years ago, having been a part of the company since its inception. As one of the original members of Wealth Enhancement Group, Justin has been instrumental in helping create the Team Approach that makes Wealth Enhancement Group unique. In addition to being a Senior Financial Advisor, Justin has held roles in the financial planning, marketing, and account review departments. Justin understands the importance of the team approach to helping clients. He is a five-time winner of the FIVE STAR Best in Client Satisfaction Wealth Manager as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.¹ One of Justins primary passions in life is martial arts and he is currently a coach of the United States National Kickboxing team. Having been a martial arts coach and mentor for more than 30 years, Justins strength is listening and guiding people to help them achieve their personal and financial objectives. ***** ¹ Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. ...more


Chad has been adding his expertise to the Plymouth team for nearly a decade. He is passionate about educating clients by breaking down complex situations into easy-to-understand pieces so they can make the best financial decisions for their retirement. Chad holds a Bachelors degree in Finance from the Carlson School of Management, is a CERTIFIED FINANCIAL PLANNER" professional, and is a level three candidate in the Chartered Financial Analyst program. He is also a winner of the FIVE STAR Best in Client Satisfaction Wealth Manager as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.¹ Chad and his wife Maddie enjoy spending their free time traveling, cooking, and volunteering within the community. ***** ¹ Award criteria based on survey evaluations in the following areas: customer service, integrity , knowledge, expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations and overall satisfaction. ...more


Communities Served

Albertville Andover
Anoka Buffalo
Carver Cedar
Champlin Chanhassen
Chaska Circle Pines
Cologne Dayton
Delano Elk River
Excelsior Hamel
Hanover Hopkins
Hugo Inver Grove Heights
Jordan Long Lake
Loretto Maple Plain
Mendota Minneapolis
Minnetonka Mound
Newport Osseo
Prior Lake Rockford
Rogers Saint Bonifacius
Saint Michael Saint Paul
Saint Paul Park Savage
Shakopee South Saint Paul
Spring Park Victoria
Waconia Watertown
Wayzata Willernie

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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