Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Thompson is a financial advisor with over 15 years of experience in the industry. Samuel currently works at Wealth Enhancement Advisory Services, LLC, where they provide financial planning, portfolio management, and other advisory services. Previously, Samuel has also held positions at LPL Financial LLC, Ameriprise Financial Services, Inc., Voya Financial Advisors, Inc., and Ameriprise Financial Services, Inc. Samuel has a strong track record of success in helping clients reach their financial goals. They hold several professional designations, including Certified Financial Planner, and are licensed to provide financial services in multiple states.
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
10/03/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
05/21/2021 - 12/20/2023
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
09/19/2017 - 05/03/2021
AMERIPRISE FINANCIAL SERVICES, LLC (WAYZATA MN)
TX
07/20/2012 - 06/28/2017
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
MA
04/01/2008 - 09/03/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MN
10/09/2006 - 08/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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