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Jennifer Elizabeth Boland

Wealth Enhancement Advisory Services, LLC

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About Jennifer Elizabeth Boland

Jennifer Elizabeth Boland is a financial advisor with over 20 years of experience in the financial industry. Jennifer is a Registered Representative of Wealth Enhancement Advisory Services, LLC. Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. Jennifer has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Jennifer has worked with Wealth Enhancement Group, LLC as an investment advisor, and Wealth Enhancement Brokerage Services.

Firm Information

Jennifer Boland 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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Jennifer Boland’s Registration & Firm History

MN

03/04/2015 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

MN

01/15/2009 - 08/03/2009

METLIFE SECURITIES INC. (BLOOMINGTON MN)

MN

03/27/2003 - 10/29/2008

WOODBURY FINANCIAL SERVICES, INC. (WHITE BEAR LAKE MN)

GA

10/25/2000 - 04/04/2003

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Elizabeth Boland.
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