Unclaimed
Andrew Stephen Thelander is a financial advisor at Wealth Enhancement Advisory Services, LLC. Andrew has been in the financial services industry since 2004. Andrew is a Certified Financial Planner and has been registered with the state of Minnesota since 2007. Andrew specializes in financial planning, portfolio management for individuals, and pension consulting. Andrew also provides educational seminars and selection of other advisors. Andrew is registered with the state of Minnesota, Arizona, Florida, Georgia, Hawaii, Illinois, Iowa, Maryland, Missouri, New Hampshire, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, South Dakota, Texas, Utah, and Wisconsin.
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
01/07/2014 - Present
Wealth Enhancement Advisory Services, LLC (WOODBURY MN)
MN
01/09/2006 - 06/08/2007
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
AZ
11/24/2004 - 08/05/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
01/07/2004 - 11/09/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2004 - 11/09/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/19/2003 - 07/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/19/2003 - 07/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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