Unclaimed
Samantha Kay Schnurr is a financial advisor with Wealth Enhancement Advisory Services, LLC. Samantha holds the Series 65 designation. Samantha has experience in financial planning, pension consulting, and providing educational seminars. Samantha also provides investment advisory services for individuals and businesses. Samantha is registered with the state of New York and has been in the industry since 2016.
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
01/13/2025 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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