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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Tegnander is a financial advisor with Wealth Enhancement Advisory Services, LLC. Brian is based in Goshen, NY, and has been working in the industry since 1997. Brian holds Series 6 and Series 63 securities licenses. He is a Registered Investment Advisor (RIA) in New York. Brian's previous employer was Copeland Equities, Inc. in Somerset, NJ. Brian specializes in working with high-net-worth individuals, corporations, and charitable organizations. Brian provides investment management, financial planning, and pension consulting services. He is also an ERISA 3(38) investment manager. Wealth Enhancement Advisory Services, LLC is an independent wealth management firm with offices in Plymouth, MN, and Goshen, NY. The firm has approximately 72 billion dollars in assets under management.
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
NY
07/14/2021 - Present
Wealth Enhancement Advisory Services, LLC (GOSHEN NY)
NJ
01/28/1997 - 07/29/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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