WEALTH ENHANCEMENT GROUP

wealth-enhancement-group-logo

Wealth Enhancement Group offers customized financial planning and investment management services. The company is dedicated to helping clients avoid the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.

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WEALTH ENHANCEMENT GROUP

Social Links:

Industry:
Financial Services Risk Management Wealth Management

Founded:
1990-01-01

Address:
Plymouth, Minnesota, United States

Country:
United States

Website Url:
http://www.wealthenhancement.com

Total Employee:
501+

Status:
Active

Contact:
17634171701

Email Addresses:
[email protected]

Total Funding:
2.51 M USD

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Current Advisors List

todd-solow_image

Todd Solow Board Member @ Wealth Enhancement Group
Board_member

roy-burns_image

Roy Burns Board Director @ Wealth Enhancement Group
Board_member
2019-10-01

Current Employees Featured

terri-kallsen_image

Terri Kallsen
Terri Kallsen Chief Operating Officer @ Wealth Enhancement Group
Chief Operating Officer
2020-09-01

rick-shideman_image

Rick Shideman
Rick Shideman Chief Information Officer, Chief Information Security Officer @ Wealth Enhancement Group
Chief Information Officer, Chief Information Security Officer
2016-10-01

jim-cahn_image

Jim Cahn
Jim Cahn Chief Investments and Business Development Officer @ Wealth Enhancement Group
Chief Investments and Business Development Officer
2012-04-01

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Bruce Helmer
Bruce Helmer Founder, Financial Advisor and Author @ Wealth Enhancement Group
Founder, Financial Advisor and Author

christina-galloway_image

Christina Galloway
Christina Galloway Chief of Staff @ Wealth Enhancement Group
Chief of Staff

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Mike Stefano
Mike Stefano Chief Compliance Officer @ Wealth Enhancement Group
Chief Compliance Officer

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Kelly Windorski
Kelly Windorski Chief Financial Officer @ Wealth Enhancement Group
Chief Financial Officer
2016-05-01

Founder


bruce-helmer_image

Bruce Helmer

Acquisitions List

Date Company Article Price
2022-09-08 Pinnacle Private Wealth Pinnacle Private Wealth acquired by Wealth Enhancement Group N/A
2022-07-14 Titus Wealth Management Titus Wealth Management acquired by Wealth Enhancement Group N/A
2022-03-16 TrueNote Investment Advisors TrueNote Investment Advisors acquired by Wealth Enhancement Group N/A
2022-03-16 Napa Valley Wealth Management Napa Valley Wealth Management acquired by Wealth Enhancement Group N/A
2021-08-12 Investor Solutions Investor Solutions acquired by Wealth Enhancement Group N/A
2021-08-05 Serafini Financial Group Serafini Financial Group acquired by Wealth Enhancement Group N/A
2021-07-15 Fitzgerald Wealth Management Fitzgerald Wealth Management acquired by Wealth Enhancement Group 513 M USD
2021-07-08 Oakwood Capital Management Oakwood Capital Management acquired by Wealth Enhancement Group N/A
2021-06-17 Lighthouse Wealth Management Lighthouse Wealth Management acquired by Wealth Enhancement Group N/A
2021-06-10 Macro Consulting Macro Consulting acquired by Wealth Enhancement Group N/A

Investors List

onex_image

Onex

Onex investment in Private Equity Round - Wealth Enhancement Group

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Norwest Equity Partners (NEP)

Norwest Equity Partners (NEP) investment in Private Equity Round - Wealth Enhancement Group

Official Site Inspections

http://www.wealthenhancement.com Semrush global rank: 461.8 K Semrush visits lastest month: 112.12 K

  • Host name: server-99-84-191-6.iad89.r.cloudfront.net
  • IP address: 99.84.191.6
  • Location: Seattle United States
  • Latitude: 47.54
  • Longitude: -122.3032
  • Metro Code: 819
  • Timezone: America/Los_Angeles
  • Postal: 98108

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