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Isaac Barthelmess

Wealth Enhancement Advisory Services, LLC

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About Isaac Barthelmess

Isaac Barthelmess is a financial advisor at Wealth Enhancement Advisory Services, LLC. Isaac has been in the financial services industry for over two years. Isaac is registered as a Registered Representative with LPL Financial LLC and a Registered Investment Advisor with the state of Minnesota. Isaac holds the Series 7, Series 66 and SIE licenses. Isaac's areas of specialization include retirement planning, investment management, college savings, and estate planning. Isaac is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Isaac Barthelmess 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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Isaac Barthelmess’s Registration & Firm History

MN

04/15/2024 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

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Licenses & Designations

BOTH

Issued 04/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Isaac Barthelmess.
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