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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Lennon is a financial advisor with Wealth Enhancement Advisory Services, LLC. Bryan has been in the financial industry for over 10 years and holds the Series 7, 63, and 65 licenses. Bryan is also a Certified Financial Planner. Wealth Enhancement Advisory Services, LLC is an independent Registered Investment Advisor (RIA) with offices in Plymouth, Minnesota and Bethesda, Maryland. The firm has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. Bryan Lennon specializes in providing financial planning, portfolio management, and other investment advisory services.
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
09/11/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NY
07/01/2010 - 01/21/2011
PULSE TRADING, INC. (NEW YORK NY)
IA
Issued 04/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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