Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Donald Vickery is a financial advisor who is registered with Wealth Enhancement Advisory Services, LLC. Jakob has been working in the financial services industry since December 2014. Jakob has a Series 66 license. Wealth Enhancement Advisory Services, LLC is a firm that provides financial planning, portfolio management, and pension consulting services. The firm has offices in Plymouth, MN and Morrison, CO.
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
12/23/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
Active
Inactive
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