Unclaimed
Brenna Ihli is a financial advisor with Wealth Enhancement Advisory Services, LLC. Brenna has been in the financial services industry since 2021 and has experience working with various clients, including individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Brenna is also a registered investment advisor representative in Minnesota. Brenna offers financial planning services, portfolio management, and other services. Brenna has experience with a wide range of financial products and services, including stocks, bonds, mutual funds, and exchange-traded funds. Brenna is committed to providing her clients with personalized financial advice and guidance to help them 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
03/11/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
05/13/2021 - 06/12/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
08/25/2021 - 04/21/2023
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
BOTH
Issued 08/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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