Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin Spencer Whiley

Wealth Enhancement Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin Spencer Whiley

Justin Whiley is a financial advisor who has been working in the industry since June 29, 1994. Justin is currently registered with Wealth Enhancement Advisory Services, LLC and has been with them since 2001. Justin previously worked for SII Investments, Inc. from December 19, 2001 to February 9, 2007, FSC Securities Corporation from March 2, 1998 to December 20, 2001 and FFP Securities, Inc. from February 1, 1997 to August 4, 1998 and from February 9, 1996 to July 15, 1996. Justin holds several licenses including Series 7, Series 22 and Series 63. Justin also holds Series 65. Justin currently resides in Plymouth, Minnesota and offers a variety of financial services including financial planning, portfolio management for individuals and pension consulting.

Firm Information

Justin Whiley 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Fees received from third party investment advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Whiley’s Registration & Firm History

MN

11/02/2006 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

MN

12/19/2001 - 02/09/2007

SII INVESTMENTS, INC. (WAYZATA MN)

GA

03/02/1998 - 12/20/2001

FSC SECURITIES CORPORATION (ATLANTA GA)

MO

02/01/1997 - 08/04/1998

FFP SECURITIES, INC. (CHESTERFIELD MO)

MO

02/09/1996 - 07/15/1996

FFP SECURITIES, INC. (CHESTERFIELD MO)

CA

06/23/1995 - 10/30/1995

PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)

CA

11/29/1994 - 06/16/1995

PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)

WI

08/27/1993 - 11/30/1994

WFG SECURITIES CORPORATION (MIDDLETON WI)

Not sure if Justin Spencer Whiley is right for you?

Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1997

Series 7 - General Securities Representative Examination

BC

Issued 08/26/1993

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Spencer Whiley.
Not sure if Justin Spencer Whiley is right for you?