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.

Ben Schaefer

Ben Schaefer

Biography


In 1996, after graduating from Gustavus Adolphus College with a Bachelor's degree in Financial Economics, Ben started his career as a financial advisor in Minneapolis. In 2000, he started working with Wealth Enhancement Group. Ben has spent his time in various roles, as a key member of Bruce Helmer's team, an Investment Manager and a Certified Financial Planner (CFP) professional.

In 2009, he launched his own team in Plymouth. Ben believes that to help ensure the success of the client, it is essential to plan for life's uncertainties, while keeping the client's goals and values central to the financial planning process. He 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. He and his wife Lindsey live in Chaska with their three daughters. In his spare time, Ben enjoys an occasional round of golf and spending time with his family and friends.

Award criteria based on survey evaluations in the following areas: customer service, integrity , knowledge, expertise, communication, value for fee charged, meeting 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