Wealth Enhancement Group | Financial Advisor in Sartell ,MN

2351 Connecticut Ave.
Suite 105
Sartell, MN 56377

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.

  • Series 7, 66

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:   Retirees , Individual Investors


Qualifications & Memberships
Insurance and Annuity Licenses:   General Insurance License



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.

Ken Smith

Ken Smith

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA

Biography


Ken is a CERTIFIED PUBLIC ACCOUNTANT and CERTIFIED FINANCIAL PLANNER? professional with 25 years of tax and personal financial planning experience, including estate planning.

His strong technical background began with a Bachelor?s degree in Accounting from Bethany College and includes experience at PricewaterhouseCoopers. His expertise lies in his ability to assess a client?s financial picture and identify critical issues that must be addressed to meet the client?s desired goals.

Ken lives with his wife and children in St. Stephen, Minn. He enjoys spending the weekends ?up north? and is an avid golfer and hunter.

Communities Served

Albany Avon
Becker Bowlus
Clear Lake Clearwater
Cold Spring Foley
Foreston Freeport
Holdingford Kimball
Oak Park Rice
Richmond Rockville
Royalton Saint Cloud
Saint Joseph Saint Martin
South Haven Upsala
Waite Park Watkins

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