Unclaimed
Andrea Debevec is a financial advisor with over 15 years of experience in the industry. Andrea is a CERTIFIED FINANCIAL PLANNER™ professional and is currently registered with Wealth Enhancement Advisory Services, LLC. Andrea has been with Wealth Enhancement Advisory Services, LLC since 2017. Before that, Andrea worked at Ameriprise Financial Services, Inc. and NFP Advisor Services, LLC. Andrea holds Series 7 and Series 66 licenses as well as the SIE. Andrea specializes in providing financial planning, investment management, and retirement planning services. Andrea is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
04/12/2024 - Present
Wealth Enhancement Advisory Services, LLC (ARDEN HILLS MN)
MI
06/01/2016 - 02/09/2017
AMERIPRISE FINANCIAL SERVICES, INC. (STEPHENSON MI)
MN
10/11/2007 - 10/30/2014
NFP ADVISOR SERVICES, LLC (MINNETONKA MN)
BOTH
Issued 07/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Debevec is the right advisor for you? Invested Better is here to help.