Wealth Enhancement Group | Financial Advisor in Plymouth ,MN

505 North Highway 169
Suite 900
Plymouth, MN 55441
Phone: (888) 236-9777

About

You?ve saved your whole life for retirement, but as you
approach it, your financial needs get increasingly complex.
It?s more important than ever to make sure your investment,
savings, tax, insurance and estate plans work together and
work for you.

To confidently sort through it all and help secure your
financial future, Wealth Enhancement Group provides
hardworking people like you with a complete team of
knowledgeable financial specialists. Independent, objective,
unbiased advice. And a long-term, committed partnership that
ensures your plan is always up to date.

It?s the kind of capabilities and financial advice typically
reserved for the ultrawealthy. It?s everything you need to
relax and enjoy the retirement you?ve worked so hard for.

When you fill out the form on the right, a specialist will be
in touch to schedule your no-obligation, free financial review
with one of our financial advisors near you.

* 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.

  • SEC File# 801-60749

General Information
Firm Start Year:   1997
No.of Employees:   100-499
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MS, MT, NC, ND, NH, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY ONLY
I work with the following types of clients:   Individual Investors , Retirees



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.

Wealth Enhancement Group

Wealth Enhancement Group

Biography


Corporate History / Background

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.

Back in 1997, four financial advisors sharing office space
discovered they also shared a critical belief: the financial
services industry needed a better way to provide advice to
clients. They were passionate about that truth. They had
complementary skills in financial advice, technical expertise,
relationship management and operations that enabled them to
translate their passion into action. From those shared beliefs,
Wealth Enhancement Group was born.

This new approach to financial services put clients first. It
made clients long-term partners in planning their own futures
based on their values and goals, so that they understood why they
owned the investments they did. It ensured our firm's advice
would always be in their best interest.

Like all good ideas, Wealth Enhancement Group has branched,
adapted, and grown as new people work on it. But more than 15
years later, the basics remain. We believe independence from Wall
Street, and a client-centered approach to financial services, are
good for clients. We believe a team-of-specialists methodology
delivers better results than a single financial advisor can
offer. And we believe the long-term partnership we create with
clients gives them confidence about their financial future.

Wealth Enhancement Group currently serves clients throughout
Minnesota, Wisconsin, Iowa, Illinois and Texas.

see more

My Team


Brent Muller
Brent Muller

The Muller-Newhouse Financial Advisory Team

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. ...more


Morgan Schleif
Morgan Schleif

The Schleif Financial Advisory Team

Morgan specializes in the ability to generate income, while keeping taxes to a minimum. He has a great ability to make potentially confusing financial issues easy to understand. Using his extensive knowledge of investments, tax implications and the overall marketplace, he emphasizes overall portfolio diversification. Morgan began his career in 1978 after graduating from Gustavus Adolphus College in St. Peter, Minnesota with a bachelor's degree in Economics and Business. Morgan spent time in the banking industry and corporate management as well as a familiar local financial planning firm before joining Wealth Enhancement Group in 1997. ...more


Edwina Allee
Edwina Allee

The Allee Financial Advisory Team

Edwina has over 21 years of experience in the financial services industry. She has a strong background in retirement and values based financial planning. She has a passion for helping people understand what they truly value in their lives and how their values are intimately connected to their goals. Edwina helps her clients make decisions that guide them toward achieving the results they value. She is committed to providing a high-level of customer service. A graduate of Augsburg College with degrees in Education and English Composition and Literature, Edwina uses this background to help her clients learn and understand the finer details of managing their investments. She lives in Minnetonka and serves as a volunteer member of the Gillette Children's Hospital Family Council. ...more


Communities Served

Albertville Andover
Anoka Buffalo
Carver Cedar
Champlin Chanhassen
Chaska Circle Pines
Cologne Dayton
Delano Elk River
Excelsior Hamel
Hanover Hopkins
Hugo Inver Grove Heights
Jordan Long Lake
Loretto Maple Plain
Mendota Minneapolis
Minnetonka Mound
Osseo Prior Lake
Rockford Rogers
Saint Bonifacius Saint Michael
Saint Paul Saint Paul Park
Savage Shakopee
South Saint Paul Spring Park
Victoria Waconia
Watertown Wayzata
Arden Hills

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM

Social Networks


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