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William Gerald Friebel

Verified

Verified

Wealth Enhancement Advisory Services, LLC

Specializations
Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
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About William Gerald Friebel

With over three decades in the advisory and consulting industry, Bill enjoys helping professionals, businesses, and their families pursue their goals of financial independence and freedom. Prior to joining Wealth Enhancement in 2024, he worked with Starfox Financial for seven years. He was also with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor before moving to Starfox Financial as a 100% fiduciary advisor and partner. He spent a decade in consulting with Arthur Andersen Business Consulting and KPMG Consulting. Bill is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Chartered Retirement Planning Counselor (CRPC®), a Chartered Advisor in Philanthropy® (CAP®) and earned his Bachelor's of Science in Managment Systems from Kettering University in Michigan. Apart from finance, Bill enjoys spending time with his family and being involved with the community. He has included working with the Rotary Club of The Woodlands, as both a past President and past Foundation Board member. He is also a volunteer with SCORE, mentoring small business owners, and is an active member within his church. Bill is a multiple Rotary Paul Harris Fellow, a recipient of the "Service Above Self" and "Roll of Fame" Award, a 2016 graduate of Leadership Montgomery County (LMC), and a past Board Chair of CASA Child Advocates. Bill enjoys making people laugh, sharing his fatherly humor, and cracking jokes. He and his wife, Hayli, reside in The Woodlands, Texas and have two daughters.

Firm Information

William Friebel 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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William Friebel’s Registration & Firm History

TX

06/26/2024 - Present

Wealth Enhancement Advisory Services, LLC (THE WOODLANDS TX)

TX

08/13/2004 - 03/28/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 09/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/03/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 08/12/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for William Gerald Friebel. Review regulatory record here.
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