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:||Health , Life|
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.
Jim is a CERTIFIED FINANCIAL PLANNER? professional with an MBA in Financial Planning and Investments. He earned his MBA at Bowling Green University in Ohio and holds a Bachelor?s degree from the University of Minnesota.
Jim co-hosts the popular WHO radio program ?Your Money? with Bruce Helmer and regularly writes a personal finance column for the Des Moines Register?s Sunday Business section. Using his knowledge and background he co-authored What Consumers Look for in Financial Planners (Association for Financial Counseling and Planning Education).
Jim has served as treasurer of the Midwest Board of the National Association of Personal Financial Advisors and chairman of the Financial Planning Association of Iowa and is actively involved in the Greater Des Moines community.
In his free time he enjoys reading and traveling. Jim and his wife Louisa have two children, Philip and Molly.
|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|