Unclaimed
Eric Maynard Aanes is a financial advisor with over 29 years of experience in the financial services industry. Eric is a Registered Representative and Investment Advisor Representative associated with Wealth Enhancement Advisory Services, LLC and has been with the firm since August 2022. Eric's previous experience includes positions at Associated Securities Corp., AXA Distributors, LLC, Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., Security Distributors, Inc., Capital Brokerage Corporation, Hornor, Townsend & Kent, Inc. and PML Securities Company. Eric holds FINRA Series 6, 7, 24, 63 and 65 securities licenses and is licensed in 52 states and 3 states as an Investment Advisor Representative. Eric holds a Chartered Financial Consultant designation. Eric's client base consists of high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations and state or municipal government entities.
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
08/03/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
CA
09/01/2005 - 09/08/2009
ASSOCIATED SECURITIES CORP. (COPPEROPOLIS CA)
NC
01/10/2005 - 09/06/2005
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
OH
12/01/2000 - 01/12/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
03/03/2000 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
KS
05/12/1997 - 02/07/2000
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
VA
06/27/1994 - 03/31/1998
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
PA
05/12/1993 - 07/06/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
01/07/1993 - 05/13/1993
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 10/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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