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Wealth Enhancement Group

Investment Banking

Founded: 1997
Headquarters: 9900 Bren Road East, Suite 100, Minnetonka, MN 55343, USA
Overview
Location
Minnesota, United States
Headquarter
9900 Bren Road East, Suite 100, Minnetonka, MN 55343, USA
Contact Number
763-417-1700
No of Employees
2000
Industry
Investment Banking
Contact Email
info@wealthenhancement.com
Company Type
Private Company
Website
www.wealthenhancement.com
Founded
1997
CEO
Jeff Dekko
Codes
SIC Code 62,621 | NAICS Code 52,523
Annual Revenue
720 Million USD
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Founders
Arthur Johnson
Social Handles

Company Overview

Founded in 1997, Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. The company is headquartered in Plymouth, Minnesota.

Employees by Level

C-Level

22

VP-Level

403

Director

85

Manager

290

Non-Manager

776

Top Contacts

1413

Top C-suite Members of Company

Connect with key decision-makers at Wealth Enhancement Group. View contact details of C-suite executives and leadership team.

NameTitleContact
Jeff DekkoChief Executive Officerj****o@wealthenhancement.com
Bill RiceChief Legal Officerb****e@wealthenhancement.com
Rick ShidemanChief Information Officerr****n@wealthenhancement.com
Tammy ParksPresidentt****s@wealthenhancement.com
Lew CiminoPresidentl****o@wealthenhancement.com
Chris GallowayChief of Staffc****y@wealthenhancement.com
Eric DelainDeputy General Counsele****n@wealthenhancement.com
Thomas EddyGeneral Counselt****y@wealthenhancement.com
Joseph DieckhausChief Compliance Officerj****s@wealthenhancement.com
Valerie SmitheyChief Compliance Officerv****y@wealthenhancement.com
Stephen BabasolaChief Executive Officers****a@wealthenhancement.com
Brian KuhnSenior VPb****n@wealthenhancement.com
Bill RiceChief Legal Officerb****e@wealthenhancement.com
Maureen HansenSenior Vice Presidentm****n@wealthenhancement.com
Jeff DekkoChief Executive Officerj****o@wealthenhancement.com
Joseph DieckhausChief Compliance Officerj****s@wealthenhancement.com

Employees Contact

Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.

NamePositionPhoneEmailProfile
Lucas Kunde
Client Services Manager
*******1410l.......e@metlife.com
Marc Lewyn
Svp, Financial Advisor
*******9069m.......n@gvfinancial.com
Peter Smith
Vice President, Financial Advisor
******6810p.......h@psgplanning.com
Christine Morey
Executive Assistant
*******1700c.......y@wealthenhancement.com
John Castino
Retired
******1828j.......o@wealthenhancement.com
William Cafero
Senior Vice President
*******5900w.......o@rcladvisors.com
Frank Ortner
Svp, Financial Advisor
******9393f.......r@onesourceretirement.com
Johann Lepasana
Integration Manager
******6472j.......n@thejohnstongroup.com
Ken Severud
Senior Vice President, Operations And Compliance
******0399s.......j@aol.com
Peter Needham
Senior Vice President
*******5600p.......m@aepg.com
Alexander Cochran
Associate Financial Planner
*******0222a.......n@gmail.com
Sarah Carvalho
Client Services Manager
******5500s.......h@hhg.net
Kathy Schoeller
Payroll Administrator
******0625k.......r@aol.com
Ramsey Wolfe
Vice President Financial Advisor
*******4716r.......e@gmail.com
Mark Beethe
Senior Vp-financial Advisor
******1828m.......e@wealthenhancement.com
Brian Vnak
Vice President Of Advisory Services
*******1700b.......k@comcast.net
John Wernz
Executive Consultant, Shareholder
*******1700w.......z@wealthenhancement.com
Jennifer Nelson
Assistant Financial Planner
******9333j.......n@oppenheimerfunds.com
James Cahn
Chief Investment Officer
*******1700j.......n@uchicago.edu
Gary Quinzel
Senior Portfolio Manager
******5600g.......l@aepg.com
Neal Seagle
Senior Vice President
******6000n.......e@gmail.com
Noel Santiago
Director, Group Benefits
******5600n.......o@jamisongroup.com
Tiffany Rosetti
Vp, Financial Advisor
******7281t.......r@gmail.com
Koestler Nancy
Senior Compliance Specialist At Wealth Enhancement Group
*******1700k.......y@wealthenhancement.com
Craig Belisle
Senior Vice President And Financial Advisor
******5601c.......g@gvfinancial.com
Ryan Marshall
Vice President- Financial Advisor
******4000r.......6@stlawu.edu
Mark Parrish
•cfp Financial Advisor
******1828m.......h@wealthenhancement.com
Cindy Wilson
Vice President, Financial Advisor
******5704w.......2@nationwide.com
Sean Yan
Senior Systems Engineer
******9190s.......n@tileshop.com
Josh Kinnee
Client Service Manager
*******2384j.......e@gmail.com
Leo Carton
Senior Risk Manager At Wealth Enhancement Group
*******1700l.......n@comcast.net
Matt Elstad
Vice President, Application Development
*******1700m.......d@wealthenhancement.com
Tony Zanuta
Retirement Plan Analyst
*******1700t.......a@wealthenhancement.com
Corina Mccurdy
Senior Client Service Manager
*******1700c.......y@wealthenhancement.com
Jennifer Boland
Senior Risk Specialist
******9790j.......d@wealthenhancement.com
Tony Parrish
Client Service Manager
******9553t.......h@wealthenhancement.com
Roberta Meltz
Client Service Manager
*******1700r.......z@wealthenhancement.com
Chris Galloway
Strategic Projects
******1580g.......s@yahoo.com
Tami Heuring
Suitability Review
******9123t.......g@wealthenhancement.com
Ray Hawkins
Senior Vice President, Financial Planning
*******5600r.......s@aepg.com
Kimberly Jobson
Vice President Financial Advisor
*******2712k.......6@wcupa.edu
Anthony Zantua
Retirement Plan
******3811a.......a@juno.com
Mark Ledson
Sales Practice Development
******1222m.......n@wealthenhancement.com
Jed Frein
Client Services Manager
*******1700j.......n@hotmail.com
Ernie Spadaccini
Managing Tax Director
******5500e.......e@hhg.net
Stephanie Remisiewicz
Certified Financial Planner
*******5155s.......z@nmfn.com
Glenn Meyer
Senior Vice President
******5800g.......n@gdmplan.com
Laura Quade
Director Advisory Operations
******3068l.......e@hartfordlife.com
Kelly Fischer
Associate Financial Advisor
******5575k.......3@yahoo.com
Bryan Walls
Vp, Financial Advisor
*******1192b.......6@gmail.com
Paul Papapostolou
Vp
******5500p.......u@gmail.com
Orr Cooks
Director Of Advisor Engagement
******3779o.......s@ampf.com
Steve O'hara
Senior Vice President
******1830s.......a@clafa.net
Todd Diven
Wealth Cpa Inactive Cfp R
******1700t.......n@wealthenhancement.com
Dustin Obhas
Vice President, Financial Advisor
******2330p.......t@earthlink.net
Jacob Dahlen
Vice President - Finance And Analytics
*******1837j.......n@bestbuy.com
Jason Warner
Vice President Of Technology
******2188j.......r@selectcomfort.com
Steve Hess
Financial Advisor
******1828s.......s@wealthenhancement.com
Chfc® Jeremy Myrum
Financial Planner
******9351j.......m@wealthenhancement.com
Michael Bishop
Vice President Financial Advisor, Cfpâ
*******1700m.......9@yahoo.com
Adam Paulson
Planning
******4501a.......n@fidelity.com
Scott Donaldson
Associate Systems Administrator
*******1700s.......n@wealthenhancement.com
Beth Furcht
Strategic Projects Facilitator
******1700b.......t@comcast.net
Robert Standish
Vice President, Financial Planner
******9150r.......h@bpuinvestments.com
John Turner
Region
******1828j.......r@wealthenhancement.com
Peg Webb
Senior Vice President And Partner At Wealth Enhancement Group
******1828p.......b@wealthenhancement.com
Jared Knowles
Vice President, Financial Advisor
******9297j.......s@iwon.com
Candy Wooten
Client Service And Financial Planner
*******1700c.......n@wealthenhancement.com
Shannon Breuer
Regional Director
******2100s.......r@livemore.net
Beth Harvieux
Payroll Administrator
*******1700b.......x@wealthenhancement.com
Dustin Smith
Wealth Counselor
*******1700h.......y@yahoo.com
Jamie Dezern
Technology Operations Manager
*******1700j.......n@gmail.com
Steven Mondolino
Associate Financial Advisor
*******6882s.......7@gmail.com
Ken Smith
Cpa, Cfp, Senior Vice President Financial Advisor
*******1700d.......8@yahoo.com
Lindsey Dewitt
Marketing Order Fulfillment
******1700l.......t@wealthenhancement.com
Tami Heuring
Senior Suitability Review Analyst
*******7350t.......g@gmail.com
Loribeth Visconti
Client Service Manager
******7530l.......i@northwesternmutual.com
Christian Spurlock
Salesforce Administrator
******0969c.......k@2ndswing.com
Jan Frieburg
Administrative Assistant
*******5215j.......g@bigfoot.com
Nicole Loberg
Direct Marketing Specialist
******5913j.......g@charter.net
Steve Petcovic
Investment Advisor Representative
*******1700s.......c@tweginc.com
Sarah Crescitelli
Director Of Tax And Business Development
******5500s.......2@yahoo.com
Kacie Kloempken
Client Service
******2250k.......n@wealthenhancement.com
Susan Cheshier
Branch
******1700s.......n@prairieviewpartners.com
Duane Ehresmann
Hr
******1828d.......n@wealthenhancement.com
Don Hannahs
Senior Vice President
*******9573d.......s@lfg.com
Daniel Hogan
Director Of Strategic Projects And Integrations
******1222d.......n@wealthenhancement.com
David Geller
Director, Behavior Wealth Management
******9634d.......r@gvfinancial.com
Janet Fitzpatrick
Operations
******0613j.......k@wealthenhancement.com
Michele Newhouse
Vice President Financial Advisor
*******1700m.......e@wealthenhancement.com
Brian Williamson
Financial Planning Analyst
*******0688b.......n@wealthenhancement.com
Dustin Obhas
Financial Advisor
******1222d.......s@wealthenhancement.com
Tye Crews
Regional Vice President, Planning Consultant
******3863t.......s@ccbjax.org
Joanna Ehresman
Svp, Marketing And Communications
*******1700j.......n@gmail.com
David Brounley
Business Development
******1222d.......y@gmail.com
Mike Hess
Senior Vice President - Senior Financial Advisor
*******1700m.......s@lpl.com
Abby Anderson
Integration Manager
******7085a.......7@gmail.com
Maria May
Branch Office Administrator
*******5331m.......y@lfg.com
Brian Gregov
Director, Retirement Plan Consulting
******9237b.......v@comcast.net
Marcie Payton
Executive Assistant
******4232m.......n@juno.com

Email Formats

Discover the email patterns used at Wealth Enhancement Group to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

Open Graph
Open Graph
Miscellaneous

Open Graph is a protocol that is used to integrate any web page into the social ...

Google Analytics
Google Analytics
Analytics

Google Analytics is a free web analytics service that tracks and reports website...

Facebook Pixel
Facebook Pixel
Analytics

Facebook pixel is an analytics tool that allows you to measure the effectiveness...

Linkedin Insight Tag
Linkedin Insight Tag
Analytics

LinkedIn Insight Tag is a lightweight JavaScript tag that powers conversion trac...

HSTS
HSTS
Security

HTTP Strict Transport Security (HSTS) informs browsers that the site should only...

theTradeDesk
theTradeDesk
Advertising

theTradeDesk is an technology company that markets a software platform used by d...

Microsoft Advertising
Microsoft Advertising
Advertising

Microsoft Advertising is an online advertising platform developed by Microsoft.

DoubleClick Floodlight
DoubleClick Floodlight
Advertising

DoubleClick Floodlight technology used by Wealth Enhancement Group

Google Tag Manager
Google Tag Manager
Tag managers

Google Tag Manager is a tag management system (TMS) that allows you to quickly a...

core-js
core-js
JavaScript libraries

core-js is a modular standard library for JavaScript, with polyfills for cutting...

Salesforce Interaction Studio
Salesforce Interaction Studio
Personalisation

Salesforce Interaction Studio (formerly Evergage) is a cloud-based software that...

Wistia
Wistia
Video players

Wistia is designed exclusively to serve companies using video on their websites ...

Aura
Aura
UI frameworks

Aura is an open-source UI framework built by Salesforce for developing dynamic w...

Salesforce Desk
Salesforce Desk
CRM

Salesforce Desk(Desk.com) is software as a service (SaaS) tool on the help desk.

Algolia
Algolia
Search engines

Algolia offers a hosted web search product delivering real-time results.

Frequently Asked Questions

What is the address of Wealth Enhancement Group's headquarters?

Wealth Enhancement Group is headquartered at 9900 Bren Road East, Suite 100, Minnetonka, MN 55343, USA.

How can I contact Wealth Enhancement Group by phone?

You can reach Wealth Enhancement Group by calling their customer support number at 763-417-1700.

What is the official website for Wealth Enhancement Group?

You can visit Wealth Enhancement Group's official website at www.wealthenhancement.com.

How much revenue does Wealth Enhancement Group generate?

Wealth Enhancement Group reports an annual revenue of approximately 720 Million USD.

What is the SIC code for Wealth Enhancement Group?

The Standard Industrial Classification (SIC) code for Wealth Enhancement Group is 62,621.

What is the NAICS code for Wealth Enhancement Group?

Wealth Enhancement Group falls under the NAICS code 52,523.

How many people work at Wealth Enhancement Group?

Wealth Enhancement Group has a workforce of about 2000 employees.

Which technologies are used by Wealth Enhancement Group?

Wealth Enhancement Group utilizes technologies like Open Graph, Google Analytics, Facebook Pixel.

Who is the Chief Executive Officer (CEO) of Wealth Enhancement Group?

The CEO of Wealth Enhancement Group is Jeff Dekko.

How can I get in touch with Wealth Enhancement Group?

To contact Wealth Enhancement Group, call 763-417-1700 or visit their website at www.wealthenhancement.com

Is Wealth Enhancement Group a publicly traded company?

No, Wealth Enhancement Group is a private company.

How much total funding has Wealth Enhancement Group secured so far?

To date, Wealth Enhancement Group has raised - across 1 funding round(s).

Which industry is Wealth Enhancement Group part of?

Wealth Enhancement Group operates in the Investment Banking, Finance industry.

Who are the main competitors of Wealth Enhancement Group?

Key competitors of Wealth Enhancement Group include Ronald Blue Trust, Mercer Advisors, Mariner Wealth Advisors, Creative Planning

Which companies has Wealth Enhancement Group acquired?

Acquisitions by Wealth Enhancement Group include Wealth Enhancement Group, One Source Retirement Advisors, AEPG, Carroll Financial Associates .

Where can I find Wealth Enhancement Group on social media?

You can follow Wealth Enhancement Group on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

Who are the investors in Wealth Enhancement Group?

Wealth Enhancement Group is backed by 2 investors : TA Associates and Onex.

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