Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Andrew T
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Andrew Thelander is a CFP® professional with 21 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Brokerage Services, LLC and LPL Financial, LLC during his career. Outside of his advisory role, he serves as a board member for the Stillwater Area Public Schools and the Northeast Metro 916 School Board. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by internal research and an Investment Committee.
Lisa C
Series 63, Series 65, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Lisa Clark is a financial advisor at Wealth Enhancement Advisory Services, LLC with 26 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials and has worked with Wealth Enhancement Advisory Services since 2013. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, using a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis, supported by an internal Investment Committee.
Nicholas B
CFP®, Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Nicholas Beissel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including long tenures at Wealth Enhancement Advisory Services and related entities since 2003. Outside of advisory work, he is involved in business activities related to traditional insurance and annuity sales through Wealth Enhancement Group, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that integrates passive and active managers with quantitative and fundamental analysis, supported by an internal Investment Committee.
Julie J
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Julie Johns is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2019. She has held roles at LPL Financial and Wealth Enhancement Group in prior years. Outside of advisory work, she is the owner of Gillette Cabin, LLC, a non-investment-related business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning and asset management, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Preston K
CFP®, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Preston Koenig is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. He has been with the Wealth Enhancement group since 2012 and has held roles at LPL Financial and Wealth Enhancement Brokerage Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.
Jennifer B
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Jennifer Boeckmann is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at LPL Financial, SilverOak Wealth Management, and Raymond James Financial Services. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Helen J
Series 63, Series 65
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Helen Johnson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her career includes roles at Wealth Enhancement Advisory Services, Wealth Enhancement Brokerage Services, Wealth Enhancement Group, LPL Financial, LLC, and Ameriprise Financial Services, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight by an internal Investment Committee.
Ann S
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Ann Senne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Ameriprise and RBC Capital Markets. She serves on the board of a nonprofit organization, providing advice to its leadership. Wealth Enhancement Advisory Services offers comprehensive financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a risk-class based investment process that blends passive and active strategies, supported by an internal Investment Committee and multiple implementation tools.
Andrea B
Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Andrea Bevanda is a financial advisor with Wealth Enhancement Advisory Services, LLC in Plymouth, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Wealth Enhancement Advisory Services and its affiliated entities since 2016. Bevanda is also a notary public for the state of Minnesota. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach that combines passive and active strategies, supported by an internal Investment Committee.
Brenna I
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Brenna Ihli is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and RBC Wealth Management. Brenna is based in Plymouth, MN. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach blending passive and active management, supported by an internal Investment Committee and multiple implementation tools and services.
Gary W
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Gary Williamson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with Wealth Enhancement in various capacities since 2013. Outside of his advisory role, he is involved as an agent selling traditional insurance products, including fixed annuities, disability, and long-term care insurance. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal committee and quantitative and fundamental research.
Brent M
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Brent Muller is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2010 and has prior experience at LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic allocation approach with a mix of passive and active managers guided by an internal Investment Committee.
Zachary B
Series 63, Series 65
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Zachary Buesgens is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investment and Financial Perspectives, Inc. He is also commissioned as a Notary Public. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers overseen by an internal Investment Committee.
Austin T
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Austin Thielen is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at LPL Financial, AGP/Alliance Global Partners, International Assets Advisory, and Raymond James Financial Services. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.
Isaac B
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Isaac Barthelmess is a financial advisor at Wealth Enhancement Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial and Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active managers overseen by an internal Investment Committee.
Kelly W
Series 63, Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Kelly Willi is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at TD Ameritrade, Charles Schwab, JP Morgan Chase, and LPL Financial. Outside of her advisory work, she occasionally assists with youth hockey tournaments through a local nonprofit organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Elizabeth K
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Elizabeth Kaselnak is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at RBC Wealth Management and LPL Financial LLC. Kaselnak also has experience related to a podcast and a restaurant. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee.
Matthew L
Series 66
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Matthew Lindstrom is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 66 designation. He has four years of industry experience and has worked with firms including LPL Financial and SS&C Technologies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active managers with quantitative and fundamental research.
Luther H
CFP®, Series 63, Series 65
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Luther Hagen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His career includes over two decades at LPL Financial and roles at Advisers' Pride, Inc. and Gateway Financial Partners, LLC. He is also involved in outside sales of non-variable insurance. Wealth Enhancement Advisory Services manages over $122 billion in assets for individuals, high-net-worth clients, corporations, and retirement plans, offering financial planning, asset management, and consulting services. The firm employs a diversified, risk-class based investment approach that combines passive and active managers, supported by an internal Investment Committee and a variety of implementation tools.
Morgan S
Series 63, Series 65
Plymouth, MN
Wealth Enhancement Advisory Services, LLC
Morgan Schleif is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wealth Enhancement Advisory Services since 2001 and also worked with LPL Financial from 2007 to 2025. Schleif has involvement in a painting business with his wife under JMS Corp. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters