Wealth Enhancement Group | Financial Advisor in Itasca ,IL

100 Pierce Rd
Suite #105
Itasca, IL 60143

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.

  • Series 7, 24, 63, 65

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:   Retirees , Individual Investors


Qualifications & Memberships
Insurance and Annuity Licenses:   General Insurance License



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.

Todd Diven

Todd Diven

CPA, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


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.

Communities Served

Afton Carver
Castle Rock Chanhassen
Chaska Cottage Grove
Dundas Elko New Market
Excelsior Farmington
Hamel Hampton
Hastings Hopkins
Inver Grove Heights Jordan
Lake Elmo Lakeville
Long Lake Lonsdale
Mendota Minneapolis
Minnetonka Mound
New Prague Newport
Northfield Osseo
Prior Lake Randolph
Rosemount Saint Bonifacius
Saint Paul Saint Paul Park
Savage Shakopee
South Saint Paul Spring Park
Vermillion Victoria
Wayzata Webster
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