Unclaimed
Bryan Nicholas Grisak is a financial advisor at Wealth Enhancement Advisory Services, LLC, an investment advisory firm located in Plymouth, MN. Bryan has been a registered representative since 2000 and holds a Series 66, Series 7, and SIE license. He has been with the firm since 2024, having previously served as a financial advisor with Ameriprise Financial Services, LLC. Bryan is a Certified Financial Planner and Chartered Financial Consultant. He specializes in retirement planning, investment management, and college savings. Bryan is committed to helping individuals and families 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
OH
10/18/2024 - Present
Wealth Enhancement Advisory Services, LLC (BLUE ASH OH)
MN
05/12/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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