Unclaimed
Brian Reamer is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, Minnesota. Brian is a CERTIFIED FINANCIAL PLANNER™ professional. He is a registered representative with Wealth Enhancement Advisory Services, LLC in Wisconsin. Brian's experience in the financial industry spans over 20 years. His previous experience includes working with SVA Financial Services, LLC in Madison, WI and NFP Securities, Inc. in Austin, TX. Brian holds Series 6, 7, 24 and 63 licenses.
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
01/02/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WI
08/07/2002 - 04/28/2014
SVA FINANCIAL SERVICES, LLC (MADISON WI)
TX
10/05/2001 - 03/31/2003
NFP SECURITIES, INC. (AUSTIN TX)
WI
03/05/1997 - 01/08/2001
WEA TAX SHELTERED ANNUITY TRUST (MADISON WI)
PA
02/06/1996 - 06/06/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
OH
11/05/1993 - 10/31/1995
FUNDSELECT ADVISERS, INC. (COLUMBUS OH)
MN
04/13/1993 - 11/08/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/13/1993 - 11/08/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/30/1987 - 10/26/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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