Wealth Enhancement Advisory Services LLC
Legal Name: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Full Contact Details
Other Info
Wealth Enhancement Advisory Services LLC is legally known as WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. It is a MN Limited Liability Company. This firm has 337 employees, of which 323 are employees in advisory roles. It serves 59 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 21, 2001.
Direct Owners
-
ELIZABETH ANN FURCHT
SECRETARY owns less than 5%
-
JAMES LOREN CAHN
EVP, CHIEF INVESTMENT OFFICER owns less than 5%
-
JEFFREY THOMAS HAROLD DEKKO
CHIEF MANAGER AND PRESIDENT owns less than 5%
-
JENNIFER ELIZABETH BOLAND
VICE PRESIDENT owns less than 5%
-
JOHN HERMAN WERNZ
EVP, CHIEF MARKETING OFFICER owns less than 5%
-
KELLY JOSEPH WINDORSKI
CHIEF FINANCIAL OFFICER AND TREASURER owns less than 5%
-
KENNETH JAMES SEVERUD
SVP,CHIEF OPERATING OFFICER owns less than 5%
-
MICHAEL WILLIAM STEFANO
VP,CHIEF COMPLIANCE OFFICER owns less than 5%
-
WEALTH ENHANCEMENT GROUP, LLC
OWNER owns 75% or more
Indirect Owners
-
LIGHTYEAR FUND III AIV-3, L.P.
MEMBER owns 75% or more
-
LY III AIV-3 HOLDING, L.P
MEMBER owns 75% or more
-
LY/WEG, LLC
LIMITED PARTNER owns more than 25% but less than 50%
-
PORT-AUX-CHOIX PRIVATE INVESTMENTS INC.
LIMITED PARTNER owns more than 50% but less than 75%
-
WEG HOLDINGS, LLC
OWNER owns 75% or more
-
TA ASSOCIATES CAYMAN LTD.
GENERAL PARTNER
-
TA ASSOCIATES XIII GP, L.P.
GENERAL PARTNER
-
TA XIII-A, L.P.
OWNER owns more than 25% but less than 50%
-
TA XIII-B, L.P.
OWNER owns more than 25% but less than 50%
-
TA/WEG HOLDINGS, LLC
OWNER owns 75% or more
-
TA/WEG INTERMEDIATE HOLDINGS, LLC
OWNER owns 75% or more
-
TA/WEG PARENT, LLC
OWNER owns 75% or more
Firms Located Nearby
Top Holdings
- ISHARES TR CORE S&P500 ETF $224,114k
- SCHWAB STRATEGIC TRUST $222,211k
- SCHWAB STRATEGIC TR $139,966k
- Schwab Aggregate Bond ETF (SCH $125,976k
- SCHWAB STRATEGIC TR US SML CAP ETF $70,885k
- SCHWAB STRATEGIC TR $68,914k
- SCHWAB STRATEGIC TR $60,855k
- ISHARES $43,184k
- SCHWAB STRATEGIC TR US MID-CAP ETF $37,448k
- SCHWAB STRATEGIC TR $33,929k