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Wealth Enhancement Group

Investment Banking

Founded: 1997
Headquarters: 505 Hwy 169 N Ste 900, Plymouth, Minnesota, 55441, United States
Overview
Location
Minnesota, United States
Headquarter
505 Hwy 169 N Ste 900, Plymouth, Minnesota, 55441, United States
Contact Number
(763) 417-1700
No of Employees
900 Employees
Industry
Investment Banking
Contact Email
Not Available
Company Type
Private Company
Website
www.wealthenhancement.com
Founded
1997
CEO
Jeff Dekko
Codes
SIC Code 62,621 | NAICS Code 52,523
Annual Revenue
$515.6 Million
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
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****[email protected]
Bill RiceChief Legal Officerb****[email protected]
Rick ShidemanChief Information Officerr****[email protected]
Tammy ParksPresidentt****[email protected]
Lew CiminoPresidentl****[email protected]
Chris GallowayChief of Staffc****[email protected]
Eric DelainDeputy General Counsele****[email protected]
Thomas EddyGeneral Counselt****[email protected]
Joseph DieckhausChief Compliance Officerj****[email protected]
Valerie SmitheyChief Compliance Officer, The Ria & Chief Risv****[email protected]
Stephen BabasolaChief Executive Officers****[email protected]
Brian KuhnSenior VP, Financial & Advisorb****[email protected]
Bill RiceChief Legal Officerb****[email protected]
Maureen HansenSenior Vice Presidentm****[email protected]
Jeff DekkoChief Executive Officerj****[email protected]
Joseph DieckhausChief Compliance Officerj****[email protected]

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
*******1410[email protected]
Marc Lewyn
Svp, Financial Advisor
*******9069[email protected]
Peter Smith
Vice President, Financial Advisor
******6810[email protected]
Christine Morey
Executive Assistant
*******1700[email protected]
John Castino
Retired
******1828[email protected]
William Cafero
Senior Vice President
*******5900[email protected]
Frank Ortner
Svp, Financial Advisor
******9393[email protected]
Johann Lepasana
Integration Manager
******6472[email protected]
Ken Severud
Senior Vice President, Operations And Compliance
******0399[email protected]
Peter Needham
Senior Vice President
*******5600[email protected]
Alexander Cochran
Associate Financial Planner
*******0222[email protected]
Sarah Carvalho
Client Services Manager
******5500[email protected]
Kathy Schoeller
Payroll Administrator
******0625[email protected]
Ramsey Wolfe
Vice President Financial Advisor
*******4716[email protected]
Mark Beethe
Senior Vp-financial Advisor
******1828[email protected]
Brian Vnak
Vice President Of Advisory Services
*******1700[email protected]
John Wernz
Executive Consultant, Shareholder
*******1700[email protected]
Jennifer Nelson
Assistant Financial Planner
******9333[email protected]
James Cahn
Chief Investment Officer
*******1700[email protected]
Gary Quinzel
Senior Portfolio Manager
******5600[email protected]
Neal Seagle
Senior Vice President
******6000[email protected]
Noel Santiago
Director, Group Benefits
******5600[email protected]
Tiffany Rosetti
Vp, Financial Advisor
******7281[email protected]
Koestler Nancy
Senior Compliance Specialist At Wealth Enhancement Group
*******1700[email protected]
Craig Belisle
Senior Vice President And Financial Advisor
******5601[email protected]
Ryan Marshall
Vice President- Financial Advisor
******4000[email protected]
Mark Parrish
•cfp Financial Advisor
******1828[email protected]
Cindy Wilson
Vice President, Financial Advisor
******5704[email protected]
Sean Yan
Senior Systems Engineer
******9190[email protected]
Josh Kinnee
Client Service Manager
*******2384[email protected]
Leo Carton
Senior Risk Manager At Wealth Enhancement Group
*******1700[email protected]
Matt Elstad
Vice President, Application Development
*******1700[email protected]
Tony Zanuta
Retirement Plan Analyst
*******1700[email protected]
Corina Mccurdy
Senior Client Service Manager
*******1700[email protected]
Jennifer Boland
Senior Risk Specialist
******9790[email protected]
Tony Parrish
Client Service Manager
******9553[email protected]
Roberta Meltz
Client Service Manager
*******1700[email protected]
Chris Galloway
Strategic Projects
******1580[email protected]
Tami Heuring
Suitability Review
******9123[email protected]
Ray Hawkins
Senior Vice President, Financial Planning
*******5600[email protected]
Kimberly Jobson
Vice President Financial Advisor
*******2712[email protected]
Anthony Zantua
Retirement Plan
******3811[email protected]
Mark Ledson
Sales Practice Development
******1222[email protected]
Jed Frein
Client Services Manager
*******1700[email protected]
Ernie Spadaccini
Managing Tax Director
******5500[email protected]
Stephanie Remisiewicz
Certified Financial Planner
*******5155[email protected]
Glenn Meyer
Senior Vice President
******5800[email protected]
Laura Quade
Director Advisory Operations
******3068[email protected]
Kelly Fischer
Associate Financial Advisor
******5575[email protected]
Bryan Walls
Vp, Financial Advisor
*******1192[email protected]
Paul Papapostolou
Vp
******5500[email protected]
Orr Cooks
Director Of Advisor Engagement
******3779[email protected]
Steve O'hara
Senior Vice President
******1830[email protected]
Todd Diven
Wealth Cpa Inactive Cfp R
******1700[email protected]
Dustin Obhas
Vice President, Financial Advisor
******2330[email protected]
Jacob Dahlen
Vice President - Finance And Analytics
*******1837[email protected]
Jason Warner
Vice President Of Technology
******2188[email protected]
Steve Hess
Financial Advisor
******1828[email protected]
Chfc® Jeremy Myrum
Financial Planner
******9351[email protected]
Michael Bishop
Vice President Financial Advisor, Cfpâ
*******1700[email protected]
Adam Paulson
Planning
******4501[email protected]
Scott Donaldson
Associate Systems Administrator
*******1700[email protected]
Beth Furcht
Strategic Projects Facilitator
******1700[email protected]
Robert Standish
Vice President, Financial Planner
******9150[email protected]
John Turner
Region
******1828[email protected]
Peg Webb
Senior Vice President And Partner At Wealth Enhancement Group
******1828[email protected]
Jared Knowles
Vice President, Financial Advisor
******9297[email protected]
Candy Wooten
Client Service And Financial Planner
*******1700[email protected]
Shannon Breuer
Regional Director
******2100[email protected]
Beth Harvieux
Payroll Administrator
*******1700[email protected]
Dustin Smith
Wealth Counselor
*******1700[email protected]
Jamie Dezern
Technology Operations Manager
*******1700[email protected]
Steven Mondolino
Associate Financial Advisor
*******6882[email protected]
Ken Smith
Cpa, Cfp, Senior Vice President Financial Advisor
*******1700[email protected]
Lindsey Dewitt
Marketing Order Fulfillment
******1700[email protected]
Tami Heuring
Senior Suitability Review Analyst
*******7350[email protected]
Loribeth Visconti
Client Service Manager
******7530[email protected]
Christian Spurlock
Salesforce Administrator
******0969[email protected]
Jan Frieburg
Administrative Assistant
*******5215[email protected]
Nicole Loberg
Direct Marketing Specialist
******5913[email protected]
Steve Petcovic
Investment Advisor Representative
*******1700[email protected]
Sarah Crescitelli
Director Of Tax And Business Development
******5500[email protected]
Kacie Kloempken
Client Service
******2250[email protected]
Susan Cheshier
Branch
******1700[email protected]
Duane Ehresmann
Hr
******1828[email protected]
Don Hannahs
Senior Vice President
*******9573[email protected]
Daniel Hogan
Director Of Strategic Projects And Integrations
******1222[email protected]
David Geller
Director, Behavior Wealth Management
******9634[email protected]
Janet Fitzpatrick
Operations
******0613[email protected]
Michele Newhouse
Vice President Financial Advisor
*******1700[email protected]
Brian Williamson
Financial Planning Analyst
*******0688[email protected]
Dustin Obhas
Financial Advisor
******1222[email protected]
Tye Crews
Regional Vice President, Planning Consultant
******3863[email protected]
Joanna Ehresman
Svp, Marketing And Communications
*******1700[email protected]
David Brounley
Business Development
******1222[email protected]
Mike Hess
Senior Vice President - Senior Financial Advisor
*******1700[email protected]
Abby Anderson
Integration Manager
******7085[email protected]
Maria May
Branch Office Administrator
*******5331[email protected]
Brian Gregov
Director, Retirement Plan Consulting
******9237[email protected]
Marcie Payton
Executive Assistant
******4232[email protected]

Email Formats

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Wealth Enhancement Group

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Wealth Enhancement Group

WordPress.org
WordPress.org

WordPress.org technology used by Wealth Enhancement Group

Drupal
Drupal

Drupal technology used by Wealth Enhancement Group

Frequently Asked Questions

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

Wealth Enhancement Group is headquartered at 505 Hwy 169 N Ste 900, Plymouth, Minnesota, 55441, United States.

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 $515.6 Million.

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 900 employees.

Which industry is Wealth Enhancement Group part of?

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

Which technologies are used by Wealth Enhancement Group?

Wealth Enhancement Group utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, WordPress.org, Drupal.

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).

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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