Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Patrick Houlton is a financial advisor with over 38 years of experience in the industry. Dennis is currently registered with Wealth Enhancement Advisory Services, LLC. Dennis is a Series 7 and Series 63 licensed financial advisor, and has been active in the industry since 1984. Dennis has a strong background in financial planning, investment management, and retirement planning. Dennis also holds a SIE license.
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
05/17/2023 - Present
Wealth Enhancement Advisory Services, LLC (WAYZATA MN)
MN
05/10/2013 - 05/02/2023
J.W. COLE FINANCIAL, INC. (WAYZATA MN)
MN
09/03/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (WAYZATA MN)
MN
03/31/1999 - 09/03/2009
MUTUAL SERVICE CORPORATION (WAYZATA MN)
CA
11/21/1984 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 11/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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