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Stephanie Dematteo Manitaras

Wealth Enhancement Advisory Services, LLC

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About Stephanie Dematteo Manitaras

Stephanie Dematteo Manitaras is an investment advisor representative associated with Wealth Enhancement Advisory Services, LLC. Stephanie has been a registered representative in the industry since June 2010. Stephanie's office is located in Plymouth, MN. Stephanie's firm, Wealth Enhancement Advisory Services, LLC, is a registered investment advisor based in Plymouth, MN. Wealth Enhancement Advisory Services, LLC is a fee-based firm. They may charge fees based on a percentage of assets, a flat fee, an hourly rate, or a combination of these methods. They also receive fees from third-party investment advisors. Wealth Enhancement Advisory Services, LLC provides financial planning, pension consulting, and educational seminars. They also provide portfolio management for individuals and select other advisors.

Firm Information

Stephanie Manitaras 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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Stephanie Manitaras’s Registration & Firm History

NY

07/26/2021 - Present

Wealth Enhancement Advisory Services, LLC (GOSHEN NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Dematteo Manitaras.
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