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Elizabeth Smith Wilkins

Wealth Enhancement Advisory Services, LLC

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About Elizabeth Smith Wilkins

Elizabeth Smith Wilkins is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Elizabeth has been in the industry since 1990 and has a Series 63, Series 65, Series 7, Series 9, and Series 10 license. Elizabeth's firm is located in Plymouth, MN and has offices in Bowling Green, KY. Elizabeth is registered in Kentucky.

Firm Information

Elizabeth Wilkins 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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Elizabeth Wilkins’s Registration & Firm History

MN

01/03/2024 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

TN

09/27/1990 - 04/27/2005

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 12/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/23/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/26/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Smith Wilkins.
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