Years of Experience
5-20+ Years
Plymouth, MN
30 Years Experience
8 Disclosures
ADVISOR BIO
Jonathan Pyne is a financial advisor with over 25 years of experience in the financial services industry. Jonathan has been registered with Berthel Fisher & Company Financial Services, Inc. since 2007 and with BFC Planning, Inc. since 2016. Jonathan is a Series 6, 7, 24, 63, and 65 licensed advisor. Jonathan's previous employment history includes positions with United Planners' Financial Services of America, Clearing Services of America, Inc., 1717 Capital Management Company, and W.S. Griffith & Co., Inc. Jonathan is a pastor and offers his services for rare weddings and funerals. Jonathan primarily works with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Jonathan's practice specializes in financial planning, portfolio management for individuals, and the selection of other advisors.
SPECIALIZATIONS
PLYMOUTH, MN
0 Disclosures
ADVISOR BIO
Jonathan Butler is a financial advisor with Wealth Enhancement Advisory Services, LLC. Jonathan is a registered representative in California and has been in the industry since 2000. Jonathan earned a Series 7 General Securities Representative Examination and a Series 63 Uniform Securities Agent State Law Examination. Jonathan is a Chartered Financial Analyst. Jonathan has experience with high net worth individuals, corporations, and individuals other than high net worth individuals. Jonathan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
SPECIALIZATIONS
PLYMOUTH, MN
8 Years Experience
1 Disclosures
ADVISOR BIO
Jordan Brown is a financial advisor in Plymouth, Minnesota. Jordan is affiliated with Wealth Enhancement Advisory Services, LLC. They have been in the financial services industry since 2017. Jordan holds the Series 7, Series 66 and SIE securities licenses and has the designations of Certified Financial Planner and Chartered Financial Consultant. Their firm, Wealth Enhancement Advisory Services, LLC, is an investment advisor with over 150,000 clients and over $72 billion in assets under management.
SPECIALIZATIONS
PLYMOUTH, MN
0 Disclosures
ADVISOR BIO
Jose Eleazar Palafox is a financial advisor with over 25 years of experience in the financial services industry. Jose has held various roles at several firms, including Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Linsco/Private Ledger Corp. Jose is currently registered as an Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC in Texas. Jose is also a registered Investment Advisor Representative with Wealth Enhancement Group in Minnesota. Wealth Enhancement Advisory Services, LLC specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
SPECIALIZATIONS
Plymouth, MN
25 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Zandlo is a financial advisor currently registered with MML Investors Services, LLC. Joseph has been in the industry since 1999. Joseph is a registered representative and Investment Advisor Representative. Joseph holds Series 6, 7, 24, 63, and 65 licenses. Joseph has experience in advising individuals, businesses, corporations, pension and profit-sharing plans, trusts, foundations, and endowments.
SPECIALIZATIONS
Plymouth, MN
15 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Feldmeier is a financial advisor with MML Investors Services, LLC, based in Plymouth, MN. Joseph has been a registered representative for over 13 years and has a Series 6, 7, 63, and 65 license. Joseph also has his Certified Financial Planner designation and has extensive experience in financial planning, portfolio management, and insurance. Joseph serves a variety of clients, including individuals, businesses, and trusts. He is committed to providing his clients with personalized financial advice to help them reach their financial goals.
SPECIALIZATIONS
PLYMOUTH, MN
34 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Scott McRae is a financial advisor with over 30 years of experience in the financial services industry. Joseph has a strong background in both securities and investment advisory services. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Joseph's expertise spans multiple areas, including financial planning, portfolio management, selection of other advisors, and educational seminars. Joseph has been a Registered Representative with LPL Financial, LLC since 2008 and has held various roles in the financial services industry. Joseph is currently a registered representative with Vpwm Advisors, LLC.
SPECIALIZATIONS
PLYMOUTH, MN
12 Years Experience
1 Disclosures
ADVISOR BIO
Joseph Evans is a financial advisor who has been in the industry since August 2012. Joseph is currently registered with Wealth Enhancement Advisory Services, LLC. Joseph has been registered with Wealth Enhancement Advisory Services, LLC since July 2019. Previously, Joseph worked for Triad Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Centaurus Financial, Inc. and AXA Advisors, LLC. Joseph holds the Series 66, Series 7, and SIE securities licenses. Joseph is a Certified Financial Planner. Joseph provides investment advisory services through Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm.
SPECIALIZATIONS
PLYMOUTH, MN
0 Disclosures
ADVISOR BIO
Joseph Samuelson is a financial advisor at Wealth Enhancement Advisory Services, LLC. Joseph Samuelson has been in the financial industry for over 13 years. Joseph Samuelson holds a Series 65 license and is registered with the state of Florida. Joseph Samuelson specializes in providing financial advice to individuals, corporations, and charitable organizations. Joseph Samuelson's firm offers a variety of services, including financial planning, portfolio management, and pension consulting. Wealth Enhancement Advisory Services, LLC has over 150,000 clients and manages over $72 billion in assets.
SPECIALIZATIONS
PLYMOUTH, MN
38 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Butorac is a registered investment advisor representative with Harbour Investments, Inc. Joseph has been in the securities industry since 1984 and has a strong track record of helping clients reach their financial goals. Joseph holds the Series 7, Series 63, and Series 66 licenses. Joseph's areas of expertise include financial planning and portfolio management.
SPECIALIZATIONS