linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Teresa Lockbaum

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 Teresa? Claim Your Profile

About Teresa Lockbaum

Teresa Lockbaum is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Teresa has been in the industry since 2019. She has a Series 66 license as well as Series 7TO and SIE. Teresa has previous experience with Purshe Kaplan Sterling Investments and Thrivent Investment Management Inc. Teresa provides financial planning, pension consulting, and educational seminars in addition to portfolio management for individuals.

Firm Information

Teresa Lockbaum 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Teresa Lockbaum’s Registration & Firm History

MN

01/02/2023 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

WI

06/10/2021 - 11/30/2022

PURSHE KAPLAN STERLING INVESTMENTS (Hudson WI)

WI

12/10/2019 - 06/09/2021

THRIVENT INVESTMENT MANAGEMENT INC. (Hudson WI)

Not sure if Teresa Lockbaum is right for you?

Licenses & Designations

BOTH

Issued 12/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Teresa Lockbaum.
Not sure if Teresa Lockbaum is right for you?