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.
* Securities offered through LPL Financial, member FINRA/SIPC.
Advisory services offered through Wealth Enhancement Advisory
Services, a registered investment advisor. Wealth Enhancement
Group and Wealth Enhancement Advisory Services are separate
entities from LPL Financial.
|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.
Before joining Wealth Enhancement Group, Brent was a Finance Manager for a major, national real estate company. Brent is a believer in the team concept and leverages the vast knowledge and resources of Wealth Enhancement Group to provide great service and smart solutions. Specializing in Values Driven Planning, he takes pride in his ability to listen and help clients achieve their life goals through comprehensive financial planning. Brent is a St. Paul native who attended the University of Minnesota and is a U.S. Army Veteran. Brent and his wife Angela have two boys, Owen and Nathan. The boys keep Brent and Angela active and the family enjoys camping, fishing and water sports.
|Chisago City||Circle Pines|
|Hugo||Inver Grove Heights|
|Marine On Saint Croix||Mendota|
|Saint Francis||Saint Paul|
|Saint Paul Park||Savage|
|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|