Wealth Enhancement Group offers comprehensive and customized financial planning and investment management services.

Finance

Investment Management

Risk & Compliance

Wealth Enhancement Group

Wealth Enhancement Group's headquarters in Plymouth, MN, United States

Jeff Dekko

Kelly Windorski

Steven W. Kaye

Garry P. Kohn

Charles Massimo

Maureen E. Hansen

Tye Crews

Michael C. Wali

Jonathan Butters

Michelle Brownstein

Peter Hoglund

Jim Butler

Matt Papazian

Eric Aanes

Chris Thomas

Bill Carr

Philip J. Capell

Peter Needham

Neal Rubin

Peg Chromy Webb

William Cafero

Mark Williamson

Daniel Cotton

Glenn Meyer

Jim Wiley

Robert Carson

Will Mullin

Chris Schiffer

J. Benjamin Hess

Debbie Oswald

Larry Lindsley

Nate Pugliese Cfp®

Debbie Pursey Mba

James Cahn

John Patterson

Bill Hart

Jake Marshall

Jerry Furciniti

Ed Shill

Rick S.

Dan Stampf

Don Riley

Eric Weiss

Brian Vnak

Rick Shideman

Bill Rice

Jeanelle Mathsen

Christina Galloway

Dawn Elmore

Jim Cahn

The Leadership Team at Wealth Enhancement Group is responsible for setting the strategic direction of the company and ensuring alignment across all departments. This diverse group, composed of senior executives with expertise in investments, compliance, technology, and client development, collaborates to drive innovation, enhance operational efficiency, and foster growth in the financial planning and investment management sectors. Through their collective leadership, they aim to deliver exceptional client experiences and achieve the company's long-term objectives.

Leadership Team

The Investment and Financial Strategy team at Wealth Enhancement Group is dedicated to creating tailored investment plans and strategies that align with clients' financial goals. This team, comprised of experienced financial advisors and portfolio managers, conducts thorough market analysis, manages investment portfolios, and provides ongoing guidance to ensure clients navigate their financial landscape effectively. By leveraging their expertise, they aim to optimize asset allocation and enhance overall financial performance for their clients.

Investment and Financial Strategy

The Client Services and Support team at Wealth Enhancement Group is dedicated to fostering strong client relationships and ensuring a seamless experience throughout the financial planning and investment management process. This team provides expert assistance, resolves client inquiries, and coordinates between financial advisors and clients, ensuring that clients receive personalized, high-quality service tailored to their financial goals.

Client Services and Support

The Marketing and Business Development team at Wealth Enhancement Group is responsible for driving growth and expanding brand awareness through strategic marketing initiatives and relationship-building efforts. They develop targeted campaigns, enhance client engagement, and manage marketing operations to effectively communicate the firm’s comprehensive financial planning and investment services, ensuring alignment with business objectives and customer needs.

Marketing and Business Development

The Finance and Accounting team at Wealth Enhancement Group is responsible for overseeing the company's financial health by managing budgets, financial reporting, and compliance. They ensure accurate accounting practices, facilitate audits, and support strategic financial planning to enhance the firm’s investment management services. This team plays a critical role in maintaining the integrity of financial data while providing insights to drive informed decision-making.

Finance and Accounting

The Technology Development team at Wealth Enhancement Group is responsible for designing, implementing, and maintaining cutting-edge technology solutions that enhance the company's financial planning and investment management services. This team collaborates on application development, data architecture, security measures, and system integrations to ensure a seamless and secure experience for clients and advisors alike.

Technology Development

Wealth Enhancement Group

Org chart

Teams

Leadership Team

Investment and Financial Strategy

Client Services and Support

Marketing and Business Development

Finance and Accounting

Technology Development

Offices

Wealth Enhancement Group

Org chart

Teams

Leadership Team

Investment and Financial Strategy

Client Services and Support

Marketing and Business Development

Finance and Accounting

Technology Development

Offices

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