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:||Individual Investors , Retirees|
|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.
Erik joined Wealth Enhancement Group in 2008 and was promoted to Associate Financial Advisor with the Flanagan Financial Advisory team in 2012. Before working at Wealth Enhancement Group, Erik spent more than 4 years in the mortgage industry.
He received his Bachelor?s degree in Finance and Marketing from the University of Iowa and recently earned his CFP® designation.
Erik, his wife Jane and daughter Allegra reside in Urbandale. Outside of work Erik enjoys playing golf and traveling with his family.
|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|