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.
|Firm Start Year:||1997|
|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|
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.
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.
The Muller-Newhouse Financial Advisory Team
The Schleif Financial Advisory Team
The Allee Financial Advisory Team
|Hugo||Inver Grove Heights|
|Saint Bonifacius||Saint Michael|
|Saint Paul||Saint Paul Park|
|South Saint Paul||Spring Park|
|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|