Wealth Enhancement Group | Financial Advisor in Baxter ,MN

14275 Golf Course Rd
Ste 150
Baxter, MN 56425

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.

Mark Parrish

Mark Parrish

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Mark is a CERTIFIED FINANCIAL PLANNER? professional who holds a Bachelor?s degree in Accounting from the University of Minnesota. He joined Wealth Enhancement Group because of the philosophy of teamwork and strong client value focus. He strives to build trust and confidence in clients so they can be free to live their lives without the burden of managing their finances.

Mark is a lifelong resident of the Brainerd Lakes area and he and his family enjoy all that northern Minnesota has to offer.

Communities Served

Brainerd Crosby
Crosslake Cushing
Deerwood Fort Ripley
Garrison Ironton
Jenkins Little Falls
Merrifield Motley
Nisswa Pequot Lakes
Pierz Pillager
Pine River Randall
Staples

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