Years of Experience
5-20+ Years
PLYMOUTH, MN
2 Years Experience
0 Disclosures
ADVISOR BIO
Tyler Wade Johnson is a registered representative with Harbour Investments, Inc. Tyler has 1 year of experience in the securities industry. Tyler is licensed in Minnesota and North Dakota. Tyler holds the Series 66, Series 7, and SIE licenses. Tyler specializes in financial planning, selection of other advisors and portfolio management for individuals.
SPECIALIZATIONS
PLYMOUTH, MN
0 Disclosures
ADVISOR BIO
Tyler Sippel is an investment advisor representative at Wealth Enhancement Advisory Services, LLC. Tyler is registered with the state of Iowa and has passed the Uniform Investment Adviser Law Examination (Series 65). Tyler has experience in the financial services industry, having worked at Heacock & Jones Financial Services and Wealth Enhancement Group prior to joining Wealth Enhancement Advisory Services, LLC.
SPECIALIZATIONS
PLYMOUTH, MN
19 Years Experience
0 Disclosures
ADVISOR BIO
Tyrone Chow is a financial advisor with over 20 years of experience in the industry. Tyrone is currently registered with Wealth Enhancement Advisory Services, LLC and holds a Series 66, Series 63, Series 7 and SIE licenses. Tyrone's previous experience includes working for Cetera Advisor Networks LLC, Ameriprise Financial Services, Inc., and Charles Schwab & Co., Inc. Tyrone is also a registered investment advisor representative for Wealth Enhancement Advisory Services, LLC. Tyrone has a wide range of experience and expertise in providing financial planning and investment management services to individuals, families, businesses, and institutions. Tyrone is committed to providing personalized financial advice that is tailored to meet the unique needs of each client.
SPECIALIZATIONS
PLYMOUTH, MN
0 Disclosures
ADVISOR BIO
Tyson Rudolph Pettitt is a financial advisor with Berger Financial Group. Tyson has been working in the financial services industry since 2013. Tyson is registered with the state of California, Minnesota and Texas. Tyson has Series 6, 7, 63, and 65 licenses. Tyson holds a SIE certification as well. Tyson has been associated with Berger Financial Group since October of 2018. Previously, Tyson was associated with Purshe Kaplan Sterling Investments. Tyson provides financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
PLYMOUTH, MN
14 Years Experience
0 Disclosures
ADVISOR BIO
Tzong-zong Dennis Wu is a financial advisor with LPL Financial LLC. Tzong-zong Dennis Wu has been in the financial industry since December 2010 and is registered in 13 states. Tzong-zong Dennis Wu holds the SIE, Series 7 and Series 66 licenses.
SPECIALIZATIONS
Plymouth, MN
5 Years Experience
0 Disclosures
ADVISOR BIO
Vanessa Balistrieri is a financial professional licensed in Minnesota and California. Vanessa has been in the financial industry since 2019 and is currently registered with J.P. Morgan Securities LLC. Vanessa holds the Series 63, Series 6TO, and SIE licenses. Vanessa has experience working with a range of clients including individuals, corporations, and charitable organizations.
SPECIALIZATIONS
PLYMOUTH, MN
17 Years Experience
0 Disclosures
ADVISOR BIO
Walter John Narcum is a registered investment advisor representative with Feltl Advisors. Walter is a licensed investment advisor representative in Minnesota and holds the Series 7 and Series 66 licenses. Walter has been in the securities industry since February 27, 2008, and is currently registered with Feltl Advisors, located in Plymouth, Minnesota. Walter previously worked at Wells Fargo Advisors, LLC, also in Minnesota, from February 28, 2008, to May 17, 2016. Walter provides advisory services in financial planning, portfolio management for individuals, and selection of other advisers.
SPECIALIZATIONS
PLYMOUTH, MN
30 Years Experience
0 Disclosures
ADVISOR BIO
Wendy L. Gillespie is a financial advisor at Ameriprise Financial Services, LLC. Wendy has been in the industry since 1995 and has a Series 7, Series 63, and SIE licenses. She has a designation as a Certified Financial Planner. Wendy has experience working with individuals, high-net-worth individuals, charitable organizations, trusts/estates, insurance companies, pension and profit-sharing plans, and corporations or other businesses. Wendy provides financial planning, portfolio management for individuals and businesses, and asset allocation services. Wendy is registered in 24 states and has a total of 20 approved state registrations. She is also registered in Colorado as an Investment Advisor Representative.
SPECIALIZATIONS
PLYMOUTH, MN
22 Years Experience
1 Disclosures
ADVISOR BIO
Wesley Boudreaux is an investment advisor representative at Wealth Enhancement Advisory Services, LLC. Wesley has been in the financial services industry for over 20 years, and has experience providing investment advisory services to individuals, businesses, and institutions. Wesley is licensed to provide investment advice in a number of states, including Louisiana and Texas. Wesley holds the Series 7, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Wesley's specialties include financial planning, pension consulting, and investment management. Wesley is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
SPECIALIZATIONS
PLYMOUTH, MN
50 Years Experience
7 Disclosures
ADVISOR BIO
William Henry Metz is a financial advisor with Feltl Advisors based in Plymouth, Minnesota. William Henry Metz has been working in the financial services industry since 1975. William Henry Metz has experience with a variety of firms, including Advanced Equities, Inc., Lehman Brothers Inc., SG Cowen Securities Corporation, Cowen & Co., and Mesirow Investment Services, Inc. William Henry Metz is registered with the Securities and Exchange Commission and holds FINRA Series 63, Series 65, Series 7, Series 1, and SIE licenses. William Henry Metz also holds state licenses in California, Florida, Georgia, Illinois, Iowa, Michigan, and Washington. William Henry Metz specializes in providing financial advice to individuals and corporations.
SPECIALIZATIONS