Wealth Enhancement Group

Tel: 888-236-9777
505 N. Highway 169
Suite 900
Plymouth, MN 55441
Wealth Enhancement Group | Financial Advisor in Plymouth ,MN

About Wealth Enhancement Group

At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth.

With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance and estate planning.

You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control.

Offices in Minnesota:

Alexandria, MN 303 22nd Ave. W., Suite 200, Alexandria, MN 56308

Arden Hills, MN 3900 Northwoods Dr., Suite 340, Arden Hills, MN 55112

Brainerd, MN 14275 Golf Course Rd., Suite 150, Baxter, MN 56425

Burnsville, MN 350 W. Burnsville Pkwy, Suite 600, Burnsville, MN 55337

Eden Prairie, MN 775 Prairie Center Drive, Suite 380, Eden Prairie, MN 55344

Mankato, MN 810 Madison Ave., Suite 600, Mankato, MN 56001

Plymouth, MN 505 N. Highway 169, Suite 900, Plymouth, MN 55441

Rochester, MN 975 34th Ave NW, Suite 250, Rochester, MN 55901

St. Cloud, MN 2351 Connecticut Ave., Suite 310, Sartell, MN 56377

Woodbury, MN 576 Bielenberg Drive, Suite 120, Woodbury, MN 55125

General Information

Firm Start Year:   1997
No.of Employees:   100-499
Gender:   Male
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, MO,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:   Retirees
Advisory Services Provided:   Retirement Planning, Tax Advice and Services, Estate Planning & Trusts, Financial Planning for Individuals


Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.

Wealth Enhancement Advisory Services

Wealth Enhancement Group

Corporate History / Background

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 20 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.

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My Services

Financial Planning for Individuals

Financial planning is at the very core of the comprehensive financial planning services we offer to individuals and families seeking to build, protect and manage wealth over time. That's why our approach to comprehensive financial planning seeks to help you fully assess your current situation, goals and desires by basing your plan on your values. Your financial advisor works with our Roundtable team to help you recognize and pursue opportunities, minimize taxes, invest more effectively, and achieve a greater understanding of comprehensive, values-based financial planning services.

Retirement Planning

Retirement income planning is a step in the financial planning process that is often overlooked. Many individuals only focus on the wealth accumulation phase, but retirement income planning is essential in order to ensure that you do not outlive your income. There are many variables to consider when planning for retirement. Inflation, rising health care costs and long-term care are just a few examples of the things that can affect your retirement income. Our team can help you create a retirement income plan with the goal of providing a sustainable, predictable, tax-efficient stream of income based on your age, values and vision of retirement. In addition, based on your risk tolerance, we'll develop an asset allocation strategy so that you have an effectively diversified portfolio that helps deliver what you need and what you want in retirement.

Estate Planning & Trusts

When we sit down with you to begin your estate plan, we start with one simple question: What do you value most in life? We believe that more than any other aspect of life, the values you hold dear should drive your decisions and determine your legacy. Our estate planning services team is specifically structured to help you create an estate plan by working closely with your tax and legal advisors to help ensure that all of the pieces of your plan work together for you and your loved ones' benefit. Effective estate planning can help you while you're very much alive and well, protecting your assets now, and providing income while you're healthy and enjoying retirement. Through estate planning tools like life insurance, annuities and charitable trusts, we help you provide for your own needs while ensuring that the bulk of your assets are distributed according to your values and wishes. We also believe that estate planning isn't just for the wealthy. Our experience is that modest estates need even more careful planning because there's less room for error in the distribution of assets.

My Team

Brent has been advising Wealth Enhancement Group clients since 2007. As a believer in the power of teamwork, Brent often leverages the vast knowledge and resources of Wealth Enhancement Group to provide great service and smart strategies to his clients. Specializing in values-driven planning and retirement income planning, he takes pride in his ability to listen and help clients pursue their life goals through comprehensive financial planning. A St. Paul, Minnesota native, Brent atte ...more

Michele Newhouse Michele Newhouse Sr. VP, Financial Advisor

Michele has been serving clients with Wealth Enhancement Group for more than a decade. Her specialty is comprehensive retirement and financial planning, along with estate planning review. She has extensive experience in tax strategies, investments and income generation. She understands that the economic climate and current events affect our day-to-day markets and that implementing and maintaining proper planning is essential to good financial health. Accumulating retirement assets and ...more

Morgan Schleif Morgan Schleif Sr. VP, Financial Advisor

Morgan's goal is to generate income while keeping taxes to a minimum. Known as The Retirement Income Specialist, he focuses on making 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, Minn., with a bachelors degree in Economics and Business. M ...more

Edwina Allee Edwina Allee Sr. VP, Financial Advisor

Edwina has more than 27 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. She enjoys helping people understand how they are positioned financially with respect to important life goals, such as retirement and estate planning. Helping families, especially during ...more

Rob Burley Rob Burley Sr. VP, Financial Advisor

Rob has been with Wealth Enhancement Group since 2001. His dynamic combination of analytical and interpersonal skills gives him the ability to explain the intricate details of financial planning to his clients to help them make educated decisions for the future. The importance of teamwork and coaching was instilled in Rob at an early age as he grew up playing and coaching a variety of team sports. These passions have led him to build comprehensive, values-based strategies for his client ...more

Peg Chromy Webb Peg Chromy Webb Sr. VP, Financial Advisor

Peg is an industry veteran who has specialized in financial consulting for more than 30 years. Her tireless pursuit of new information distinguishes her among her peers and has made her a popular co-host of WCCO Radios Your Money, sponsored by Wealth Enhancement Group. She has a passion for education and teaching kids regarding career and money. She also volunteers her time with BestPrep and other charities. Peg lives in Edina, Minnesota, with her husband Mike. She enjoys working o ...more

Preston Koenig Preston Koenig Assoc. Financial Advisor

Preston has been in the financial services industry since 2006. He assists the team by pursuing the goals and objectives of current and prospective clients. Before joining Wealth Enhancement Group in 2012, he worked for two financial institutions focusing on plan sponsorship and portfolio management. He graduated from the University of North DakotaOdegard School of Aerospace Sciences and spent seven years in the aviation industry before deciding to make a career change. He then pursue ...more

Michael Bishop Michael Bishop Vice President

Michael has been a member of the Wealth Enhancement Group team since 2006 and seeks to provide exceptional care and service for our clients. He has a bachelors degree in Business from the University of Wisconsin-Green Bay, a Master of Science in Financial Services from the Institute of Business and Finance, and has also earned several professional designations as a means to better serve our clients including CERTIFIED FINANCIAL PLANNER" professional, Enrolled Agent and Certified Fund S ...more

Bruce Helmer Bruce Helmer Co-Founder

Bruce has been in the financial services industry since 1983 and is one of the founders of Wealth Enhancement Group. Since 1997, he has hosted the Your Money radio show, a weekly program that focuses on delivering financial advice in a straightforward, jargon- free manner. Bruce also hosts with the ""Mid-Morning"" crew on WCCO-TV each Tuesday morning to discuss relevant, consumer driven topics. A frequent lecturer on personal finance topics, Bruce has authored three books; his most rec ...more

Steve Hess Steve Hess Sr. VP, Financial Advisor

As a CERTIFIED FINANCIAL PLANNER" professional, Steve combines nearly 20 years of experience along with his technical expertise and communication skills to solve comprehensive planning issues. He understands that a successful plan relies on implementation, ongoing monitoring, and fine-tuning. Through his exceptional client service team and the expertise of Wealth Enhancement Group, he is able to help ensure that his clients values become reality. He resides in Mound with his wife Carr ...more

Pat Wolfe Pat Wolfe Sr. VP, Financial Advisor

Pat brings 25 years of experience in the securities industry to his clients on a daily basis. Before coming to Wealth Enhancement Group, he worked as the chief executive officer of a mutual fund company, and he owned and operated a Registered Investment Advisory firm. Pat provides customized financial planning services for his clients combined with a values-driven and consistent approach to money management. Pat and his wife Ruthie have lived in Orono for 25 years raising their three c ...more

Nick Beissel Nick Beissel Sr. VP, Financial Advisor

Nick has been with Wealth Enhancement Group for more than 13 years after spending his early career with a large financial services firm in downtown Minneapolis. He is registered in securities and licensed in insurance and is a practicing CERTIFIED FINANCIAL PLANNER" professional. Nick received his bachelors degree in Economics and Management from St. Olaf College, where he met his wife Shelly. They live in Maple Grove with their two sons, Brady and Max, and their dog, Ole.

Chad Essman Chad Essman Sr. VP, Financial Advisor

Chad has played an instrumental role in the Hockert- Whiley-Essman teams success for nearly a decade. His passion is educating clients about the risks they face in retirement by breaking down complex situations into easy- to-understand pieces so they can make the best financial decisions for their retirement. He enjoys helping clients pursue their retirement goals by leveraging his financial background and unique combination of designations. A graduate of the University of Minnesotas Ca ...more

Mike Hess Mike Hess Sr. VP, Financial Advisor

Mike, a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER" professional, is the teams primary advisor in Plymouth. Mike spent seven years in the information technologies industry before joining Wealth Enhancement Group in 2003. As a Senior Project Manager for an international business analytics company, he was exposed to many diverse cultures and communication styles. This experience enhances his ability to effectively interpret and understand his clients objectives.

Jeff Hockert Jeff Hockert Sr. VP, Financial Advisor

Jeff, a CERTIFIED FINANCIAL PLANNER" professional, has been a Financial Advisor for more than 20 years. He is passionate about educating his clients on the most comprehensive strategies to help minimize their investment risk and maintain their current lifestyle during retirement. He considers listening to his clients his greatest strength and applies the knowledge of the entire Wealth Enhancement Group team to help manage the assets that clients already have and help them make educated ...more

Bruce Santjer Bruce Santjer Sr. VP, Financial Advisor

Bruce has worked with Wealth Enhancement Group clients for more than 17 years, first as the head of portfolio management and now as a Financial Advisor on the Santjer- Beissel-Weiland team. Before working for Wealth Enhancement Group, Bruce gained experience as an analyst for a large regional broker-dealer and a regional bank. Bruce has a masters degree from the Carlson School of Management and a bachelors degree in Business from North Dakota State University.

Ben Schaefer Ben Schaefer Sr. VP, Financial Advisor

In 1996, after graduating from Gustavus Adolphus College with a bachelors 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 rolesas a key member of Bruce Helmers team, an Investment Manager and a CERTIFIED FINANCIAL PLANNER" professional. In 2009, he launched his own team in Plymouth. Ben believes that to help ensure the success of the client, it is e ...more

Dustin Smith Dustin Smith Vice President, Wealth Co

As the key point of contact for the team, Dustin works with the Roundtable team of specialists and advisors to create, monitor and adjust your comprehensive wealth management plan. Before joining Wealth Enhancement Group, he created and implemented custom financial planning strategies at a Fortune 500 financial services company. Dustin has expertise in financial literacy initiatives and is an Adjunct professor at Minnesota State University, Mankato, where he teaches CFP® courses.

Adam Weiland Adam Weiland Sr. VP, Financial Advisor

Adam has been with Wealth Enhancement Group for more than 8 years, and he has earned his CFP® designation. Before joining Wealth Enhancement Group, Adam worked as a mortgage consultant and as an advisor for a large local financial institution. When hes not working, he enjoys playing golf, sports, traveling, and spending time with family and friends. A graduate of Iowa State University, Adam resides in Plymouth with his wife Jenna and their three children, Wynn, Nora and Rosy.

Justin Whiley Justin Whiley Sr. VP, Financial Advisor

Justin began his career in the financial services industry more than 25 years ago, having been a part of the company since its inception. As one of the original members of Wealth Enhancement Group, Justin has been instrumental in helping create the Team Approach that makes Wealth Enhancement Group distinct. In addition to being a Senior Financial Advisor, Justin has held roles in the financial planning, marketing, and account review departments. Justin understands the importance of the ...more

Margaret Beggs Towle Margaret Beggs Towle Sr. VP, Financial Advisor

With more than 18 years of experience in estate and financial planning, Margaret has been adding her expertise to the St. Croix Valley team since 2004. As a Certified Public Accountant, she holds a Bachelor of Science degree in Accounting. Margaret is constantly working to implement effective financial strategies for each and every client. Margaret enjoys traveling, playing golf and cooking in her spare time. She resides in Maplewood with her husband.

Bill Sukup Bill Sukup Sr. VP, Financial Advisor

With 20 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make smart financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific strategies for each one. Bill graduated magna cum laude from the University of Northern Iowa with a major in Fina ...more

Andrew Thelander Andrew Thelander Sr. VP, Financial Advisor

Andrew is a CERTIFIED FINANCIAL PLANNER" professional and Retirement Income Certified Professional®, who has been with Wealth Enhancement Group since 2007. His love of learning and for helping clients achieve clarity in their financial lives is evident within his approach to thoughtfully understanding each clients individual needs, values and goals. Andrew earned a Master of Business Administration from Augsburg College and a Graduate Certificate in Personal Financial Planning from Ka ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

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

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