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Chloe Briel

Wealth Enhancement Advisory Services, LLC

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About Chloe Briel

Chloe Briel is a financial advisor with Wealth Enhancement Advisory Services, LLC based in Plymouth, Minnesota. Chloe has been in the industry since 2014 and is a Certified Financial Planner. Chloe's experience includes working with several financial firms, including Commonwealth Financial Network and LPL Financial. Chloe is registered with the state of Minnesota as an investment advisor representative. Chloe specializes in financial planning, investment management, and pension consulting.

Firm Information

Chloe Briel is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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Chloe Briel’s Registration & Firm History

MN

01/27/2020 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

MN

01/27/2020 - 12/08/2023

LPL FINANCIAL LLC (PLYMOUTH MN)

MN

03/23/2015 - 09/28/2018

COMMONWEALTH FINANCIAL NETWORK (ST. LOUIS PARK MN)

MN

01/27/2014 - 03/03/2015

CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chloe Briel.
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