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Amy Sue De haai

Wealth Enhancement Advisory Services, LLC

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About Amy Sue De haai

Amy De haai is a financial advisor with over 15 years of experience in the industry. Amy has worked with Wealth Enhancement Advisory Services, LLC and U.S. BANCORP INVESTMENTS, INC. Amy specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Amy is registered with the state of Iowa.

Firm Information

Amy De haai is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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Amy De haai’s Registration & Firm History

MN

02/16/2022 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

IA

01/23/2007 - 12/10/2021

U.S. BANCORP INVESTMENTS, INC. (NEWTON IA)

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Licenses & Designations

BOTH

Issued 04/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2019

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/21/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Sue De haai.
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