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Richard Joseph Alphonso

Wealth Enhancement Advisory Services, LLC

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About Richard Joseph Alphonso

Richard Joseph Alphonso is a financial advisor with over 30 years of experience in the industry. He is registered as an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Richard is also a Registered Representative with Wealth Enhancement Advisory Services, LLC. He has experience working in Plymouth, MN and Houston, TX. Richard holds the Series 65 and Series 2 licenses. He is a Personal Financial Specialist and is involved in providing tax preparation services. Richard and his firm offer financial planning, portfolio management for individuals, ERISA 3(38) investment manager services, pension consulting, and educational seminars.

Firm Information

Richard Alphonso 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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Richard Alphonso’s Registration & Firm History

MN

06/03/2024 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

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Licenses & Designations

IA

Issued 05/10/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1993

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Joseph Alphonso.
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