Invested Better
Advisors in Plymouth, Minnesota
623 Results
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Christopher Baker is a registered Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Christopher Baker has been in the industry since January 2013, and is licensed in North Carolina and Texas. Christopher Baker holds the Series 65 license and is a registered Investment Advisor representative in North Carolina and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Kestra Advisory Services, LLC

location

Plymouth, MN

experience

29 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Christopher Rouse is an investment advisor representative at Kestra Advisory Services, LLC. Christopher has been in the financial industry since 1995. Christopher has been registered with Kestra Advisory Services, LLC since 2016. Before joining Kestra Advisory Services, LLC, Christopher worked for NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC and ROBERT W. BAIRD & CO. INCORPORATED. Christopher is registered to provide investment advisory services in Minnesota. Christopher holds the Series 6, Series 7, Series 63 and Series 65 licenses. Christopher provides financial planning and portfolio management services to individuals and businesses. Christopher specializes in helping clients with retirement planning, investment management, and insurance. Christopher is committed to providing his clients with personalized advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wealth Enhancement Advisory Services, LLC | CFP ® (Certifications)

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Christopher Allen Mattern is a financial advisor at Wealth Enhancement Advisory Services, LLC. Christopher has been in the industry since August 2009 and has a Series 65 license. Christopher holds the Certified Financial Planner designation and is registered with the state of New York and Pennsylvania. Christopher is currently based in Plymouth, MN, working out of the firm's Plymouth office. Wealth Enhancement Advisory Services, LLC is a Registered Investment Advisor headquartered in Plymouth, MN with offices across the United States.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed
location

PLYMOUTH, MN

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Pavek is a financial advisor with VPWM Advisors, LLC, located in Plymouth, Minnesota. Christopher has been in the financial services industry since 1994 and is licensed to provide financial advice in several states. Christopher holds the Series 7, Series 63, Series 31, and Series 65 licenses and the SIE designation. Christopher also has experience with Feltl & Company and Citigroup Global Markets Inc. Christopher works with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations, and pension and profit-sharing plans. Christopher specializes in providing financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Christopher Paul Thomas is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Christopher Thomas is also a registered investment advisor representative in Texas and Wisconsin. Christopher Thomas has been in the industry since September 1999. Christopher Thomas has passed the Series 63, Series 65 and Series 7 exams. Christopher Thomas has been employed with Wealth Enhancement Advisory Services, LLC since January 2021. Prior to that, Christopher Thomas was employed with SVA Plumb Wealth Management, LLC. Christopher Thomas has worked for Charles Schwab & Co., Inc. Christopher Thomas's areas of expertise include: retirement planning, education planning, investment management and wealth management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Wealth Enhancement Advisory Services, LLC | CFP ® (Certifications)

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Christopher Roger is a financial advisor with Wealth Enhancement Advisory Services, LLC. Christopher has been in the industry since January 2016. Christopher has licenses to provide investment advice in Arizona. Christopher holds a Series 66 license, and has passed the SIE and Series 7 exams. Christopher is a Certified Financial Planner.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Fidelity Personal AND Workplace Advisors

location

PLYMOUTH, MN

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Amsden is an investment advisor representative at Fidelity Personal And Workplace Advisors. Christopher has been in the financial services industry for over 2 years and holds a Series 63 and Series 65 license, as well as a Series 7TO and SIE license. Christopher works in the Plymouth, Minnesota office. Christopher has previously been employed at Ameriprise Financial Services, LLC and has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wealth Enhancement Advisory Services, LLC | CFP ® (Certifications)

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Christopher Harris is a financial advisor with Wealth Enhancement Advisory Services, LLC. Christopher has been a registered investment advisor since 2006. Christopher previously worked at THRIVENT INVESTMENT MANAGEMENT INC. Christopher has a Series 7, Series 66, and SIE license. Christopher has been awarded the designation of Certified Financial Planner. The advisor's firm is registered in the state of Iowa.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

PLYMOUTH, MN

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Cindy Hyde is a financial advisor with over six years of experience in the industry. She is currently registered with Wealth Enhancement Advisory Services, LLC, and has previously worked for LPL FINANCIAL LLC. Cindy Hyde holds the Series 66, Series 7, and SIE licenses and has a focus on financial planning, pension consulting, and portfolio management. Cindy Hyde has worked with a variety of clients, including individuals, corporations, pension and profit sharing plans, charitable organizations, and high net worth individuals. Cindy Hyde provides advisory services through Wealth Enhancement Advisory Services LLC, an independent investment advisor firm.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

Ameriprise Financial Services, LLC

location

PLYMOUTH, MN

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Clinton Faust is an Ameriprise Financial Services, LLC advisor with over 29 years of experience in the financial services industry. Faust is registered with the state of Minnesota and Texas. Faust specializes in providing financial planning and asset allocation services. Faust also specializes in working with high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Faust is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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