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Joseph Samuelson

Wealth Enhancement Advisory Services, LLC

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About Joseph Samuelson

Joseph Samuelson is a financial advisor at Wealth Enhancement Advisory Services, LLC. Joseph Samuelson has been in the financial industry for over 13 years. Joseph Samuelson holds a Series 65 license and is registered with the state of Florida. Joseph Samuelson specializes in providing financial advice to individuals, corporations, and charitable organizations. Joseph Samuelson's firm offers a variety of services, including financial planning, portfolio management, and pension consulting. Wealth Enhancement Advisory Services, LLC has over 150,000 clients and manages over $72 billion in assets.

Firm Information

Joseph Samuelson 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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Joseph Samuelson’s Registration & Firm History

MN

04/05/2022 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

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Licenses & Designations

IA

Issued 11/01/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Samuelson.
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