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.
|Firm Start Year:||1997|
|Name of Broker/Dealer:||LPL Financial|
|I work with the following types of clients:||Retirees , Individual Investors|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||General Insurance License|
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.
Todd has been working with small business clients and individuals since 1996. While his original career path was in accounting, Todd wanted to focus on an area that was more proactive and had a longer-range planning orientation. As Vice President, Wealth Consultant, he now devotes his time to helping his clients focus on their plans for the future, leveraging the Roundtable team of specialists and his own tax and accounting experience.
For over 10 years, he has supported the Anderson Animal Shelter, a local anti-cruelty society, where he currently serves on the Board of Directors. A graduate of Winona State University in Winona, MN, Todd lives in Elgin, IL, with his wife Lisa. In their free time, they enjoy traveling the U.S., often on their Harley-Davidson motorcycle.
|Dundas||Elko New Market|
|Inver Grove Heights||Jordan|
|Saint Paul||Saint Paul Park|
|South Saint Paul||Spring Park|
|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|