Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Brown is a financial advisor in Plymouth, Minnesota. Jordan is affiliated with Wealth Enhancement Advisory Services, LLC. They have been in the financial services industry since 2017. Jordan holds the Series 7, Series 66 and SIE securities licenses and has the designations of Certified Financial Planner and Chartered Financial Consultant. Their firm, Wealth Enhancement Advisory Services, LLC, is an investment advisor with over 150,000 clients and over $72 billion in assets under management.
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
11/04/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WI
01/03/2022 - 09/14/2022
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Waukesha WI)
WI
05/28/2020 - 11/10/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
11/23/2015 - 11/16/2018
CHARLES SCHWAB & CO., INC. (Brookfield WI)
BOTH
Issued 12/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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