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:||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.
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER? professional, Ryan brings extensive knowledge of investments and tax strategies and implications to the Wealth Enhancement Group team. He helps lead our Tax Support Group, providing advanced tax strategies to the entire team at Wealth Enhancement Group.
Ryan is a frequent contributor to The Wall Street Journal; recent articles include ?Money Strategies for Mr. Mom? and ?Which Way to Retirement??
Out of the office, Ryan is active in his faith community?s worship band, is an adjunct professor of financial planning at Minnesota State University- Mankato, runs marathons and is an avid skier.
|Lake Crystal||Le Center|
|Saint Peter||Vernon Center|
|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|