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Beverly Ann Rodrigue

Wealth Enhancement Advisory Services, LLC

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About Beverly Ann Rodrigue

Beverly Ann Rodrigue is an Investment Advisor Representative at Wealth Enhancement Advisory Services, LLC with offices in Plymouth, MN and Boston, MA. Beverly has been in the industry since 2003 and has a wide range of experience. Beverly has a Series 7 and a Series 66 license. Beverly holds the Certified Financial Planner designation and has a strong background in financial planning, portfolio management, and pension consulting. Beverly is committed to providing clients with personalized financial advice and guidance.

Firm Information

Beverly Rodrigue 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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Beverly Rodrigue’s Registration & Firm History

MN

04/07/2021 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

MA

12/07/2007 - 06/04/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

MA

04/02/2007 - 12/10/2007

MORGAN STANLEY & CO., INCORPORATED (BOSTON MA)

MA

03/15/2005 - 04/02/2007

MORGAN STANLEY DW INC. (BOSTON MA)

ME

02/17/2003 - 04/29/2004

FORUM FUND SERVICES, LLC (PORTLAND ME)

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Licenses & Designations

BOTH

Issued 04/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Beverly Ann Rodrigue.
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