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James Phelps

Wealth Enhancement Advisory Services, LLC

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About James Phelps

James Phelps is an investment advisor representative currently registered with Wealth Enhancement Advisory Services, LLC in Florida. James Phelps is also registered with the state of Minnesota. James Phelps has been working in the financial services industry since 2013. James Phelps has a Series 65 license. Wealth Enhancement Advisory Services, LLC is a registered investment advisor with headquarters in Plymouth, MN. Wealth Enhancement Advisory Services, LLC provides investment advice to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. James Phelps is a financial professional with experience in providing financial advice to individuals and institutions.

Firm Information

James Phelps 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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James Phelps’s Registration & Firm History

FL

07/05/2023 - Present

Wealth Enhancement Advisory Services, LLC (NAPLES FL)

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Licenses & Designations

IA

Issued 05/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Phelps.
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