Invested Better
Advisors in Plymouth, Minnesota
623 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Plymouth, MN

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Mary Jan Ure has been in the financial services industry since February 11, 1998. Mary is currently registered with Ameriprise Financial Services, LLC in Minnesota and is licensed in 13 states. Mary has been with Ameriprise Financial Services, Inc. since September 2005.

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
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

PLYMOUTH, MN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Lindstrom is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Matthew is a Registered Representative (Series 7TO) and Investment Adviser Representative (Series 66) with over 4 years of experience in the financial services industry.

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

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Dorsey is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. Matthew has been in the industry since 2019 and is currently registered in Texas. Matthew holds the Series 66, Series 7, and SIE licenses. In addition to working with Wealth Enhancement Advisory Services, LLC, Matthew also provides investment advisory services through Independent Advisor Alliance. He started this business activity in June 2023.

SPECIALIZATIONS

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

Rossjohnson & Associates, LLC

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Matthew Gary Voigtlander is a licensed Investment Advisor Representative with Rossjohnson & Associates, LLC, and has been with the firm since May 2019. Matthew has been in the industry since August 2017. Matthew has obtained his Series 65 license through the Uniform Investment Adviser Law Examination. Matthew is registered as an Investment Advisor Representative in Minnesota. Matthew works in the Plymouth, MN branch office.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Matthew Erbentraut is a registered Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Matthew is licensed in California and Nevada. Matthew has been working in the financial industry since June 2012 and holds the Series 65 license. Matthew is a highly experienced investment advisor, with experience in providing financial planning, portfolio management, and other related services. Matthew 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 Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

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

location

PLYMOUTH, MN

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Jelnicky is a financial advisor with Wealth Enhancement Advisory Services, LLC. Matthew has been in the industry since 1999 and is a Certified Financial Planner. Matthew has experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Matthew is registered in Minnesota, North Carolina, South 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

Strategic Wealth Group

location

Plymouth, MN

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Peterson is a financial advisor with Strategic Wealth Group. Matthew has been in the industry since 2002 and holds Series 63, SIE, and Series 7 licenses. Matthew has provided financial planning and investment management services to a range of individuals, businesses, and charitable organizations. Prior to joining Strategic Wealth Group, Matthew was affiliated with New England Securities. Matthew's current registrations include Minnesota and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

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

location

PLYMOUTH, MN

0 Disclosures

ADVISOR BIO

Maura Campion Schauss is an investment advisor representative at Wealth Enhancement Advisory Services, LLC. Maura is a registered representative in Texas and Virginia and has been in the industry since 1999. Maura holds the Series 7 and Series 66 licenses, and is a Certified Financial Planner. Maura has been with Wealth Enhancement Advisory Services since 2023. Before that, Maura worked at Washington Wealth Advisors, LLC. Maura specializes in retirement planning, college savings, and estate planning.

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

0 Disclosures

ADVISOR BIO

Maureen Ellen Hansen is an Investment Advisor Representative associated with Wealth Enhancement Advisory Services, LLC. Maureen has over 25 years of experience in the financial services industry. She has a strong understanding of financial planning, investment management, and retirement planning. Maureen is committed to providing her clients with personalized financial advice that meets their unique needs and goals.

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

0 Disclosures

ADVISOR BIO

Max Hyrum Hanks is a financial advisor with Wealth Enhancement Advisory Services, LLC. Max has been in the industry since 2023. Max is licensed to offer investment advisory services in Utah. Max is also licensed as a registered representative in Utah. Max holds the Series 66, Series 7TO and the SIE exams. Max has previous experience with NYLIFE SECURITIES LLC.

SPECIALIZATIONS

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

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