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Anna Wobrock

Wealth Enhancement Brokerage Services, LLC

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About Anna Wobrock

Anna Wobrock is a financial advisor with over 20 years of experience in the financial services industry. Anna has a strong track record of success in helping clients achieve their financial goals. She is currently registered with Wealth Enhancement Brokerage Services, LLC and LPL Financial LLC. Anna holds Series 7, Series 24, and Series 63 licenses. She is also a Registered Principal. Anna is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Anna Wobrock is currently registered with Wealth Enhancement Brokerage Services, LLC. Wealth Enhancement Brokerage Services, LLC is a Limited Liability Company formed in June 2003. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

54

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.

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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Anna Wobrock’s Registration & Firm History

MN

02/11/2022 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

CA

08/10/2017 - 01/06/2022

MUTUAL SECURITIES, INC. (Orcutt CA)

CA

06/16/2015 - 08/03/2017

INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)

CA

06/23/2011 - 06/17/2015

JHS CAPITAL ADVISORS, LLC (SANTA MARIA CA)

CA

03/02/2005 - 06/27/2011

MAGUIRE INVESTMENTS, INC. (SANTA MARIA CA)

MO

01/13/2000 - 02/16/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 03/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anna Wobrock.
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