Wealth Enhancement Group | Financial Advisor in Plymouth ,MN

505 North Highway 169 Suite 900
Plymouth, MN 55441

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.


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:   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.

Bruce Santjer

Bruce Santjer

Biography


Bruce has worked with Wealth Enhancement Group clients for more than twelve years, first as the head of Wealth Enhancement Group's portfolio management and now as a financial advisor on the Santjer-Beissel-Weiland team.

Bruce is a five-time winner of the FIVE STAR Best in Client Satisfaction Wealth Manager as noted in the Minneapolis?Saint Paul Magazine and Twin Cities Business magazine. Prior to working for Wealth Enhancement Group, Bruce gained experience as an analyst for a large regional broker dealer and a regional bank. Bruce has a master's degree from the Carlson School of Management, a bachelor's degree in Business from North Dakota State University and has also passed the CPA examination.

Factors included in the rankings: customer service, integrity, value for fee charged, knowledge/expertise, communication, meeting of financial objectives post sale service, quality of recommendations and overall satisfaction.

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
Newport 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 Willernie

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