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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Heins is a financial advisor with Wealth Enhancement Advisory Services, LLC. Jacob is a Certified Financial Planner® professional and has been in the industry since October 2019. He has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jacob's experience also includes working for Ameriprise Financial Services, LLC before joining Wealth Enhancement Advisory Services, LLC. Jacob is registered as an Investment Advisor Representative in Massachusetts, Minnesota, and New Hampshire. He has passed the Series 66, Series 7TO, and SIE exams. He offers financial planning, pension consulting, and portfolio management for individuals. Jacob's previous experience includes working with Monona Bank, University of Wisconsin Colleges Registrar, UW - Madison, Palatine Park District, William Rainey Harper College, and Hoffman Estates Park District. Jacob is also the owner of WEALTH ENHANCEMENT GROUP.
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
10/09/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
09/12/2019 - 02/10/2022
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BOTH
Issued 10/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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