WEALTH ENHANCEMENT GROUP, LLC
Legal name: WEALTH ENHANCEMENT GROUP, INC.
CRD #108956 SEC #801-58129 WAYZATA, MN 952-499-9579
SEC Registered
Total AUM
$32.2M
Discretionary
$32.2M
Employees
51
Clients
0
Accounts
204
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 18, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREENAGEL, JOHN, THOMAS | I | SHAREHOLDER | NA | |
| GREENAGEL, JOHN, THOMAS | I | SHAREHOLDER | NA | |
| GREENAGEL, JOHN, THOMAS | I | SHAREHOLDER | NA | |
| HOCKERT, JEFF, JOHN | I | VICE PRESIDENT | NA | |
| HOCKERT, JEFF, JOHN | I | VICE PRESIDENT | NA | |
| HOCKERT, JEFF, JOHN | I | VICE PRESIDENT | NA | |
| LUNDBERG, MELINDA, LANE | I | SENIOR VICE PRESIDENT | NA | |
| LUNDBERG, MELINDA, LANE | I | SENIOR VICE PRESIDENT | NA | |
| LUNDBERG, MELINDA, LANE | I | SENIOR VICE PRESIDENT | NA | |
| PAPPAS, EDWARD, BUD | I | SENIOR VICE PRESIDENT | NA | |
| PAPPAS, EDWARD, BUD | I | SENIOR VICE PRESIDENT | NA | |
| PAPPAS, EDWARD, BUD | I | SENIOR VICE PRESIDENT | NA | |
| ROHDE, PETER, JOHN | I | SENIOR VICE PRESIDENT | NA | |
| ROHDE, PETER, JOHN | I | SENIOR VICE PRESIDENT | NA | |
| ROHDE, PETER, JOHN | I | SENIOR VICE PRESIDENT | NA | |
| SCHLEIF, MORGAN, PETER | I | SENIOR VICE-PRESIDENT | NA | Control |
| SCHLEIF, MORGAN, PETER | I | SENIOR VICE-PRESIDENT | NA | Control |
| SCHLEIF, MORGAN, PETER | I | SENIOR VICE-PRESIDENT | NA | Control |
| WEBB, MARGARET, MARY (CHROMY) | I | SENIOR VICE PRESIDENT | NA | |
| WEBB, MARGARET, MARY (CHROMY) | I | SENIOR VICE PRESIDENT | NA | |
| WEBB, MARGARET, MARY (CHROMY) | I | SENIOR VICE PRESIDENT | NA | |
| HELMER, BRUCE, WAYNE | I | PRESIDENT | C | Control |
| HELMER, BRUCE, WAYNE | I | PRESIDENT | C | Control |
| HELMER, BRUCE, WAYNE | I | PRESIDENT | C | Control |
| BERNARD, GERALD, WILLIAM | I | CHAIRMAN | B | Control |
| BERNARD, GERALD, WILLIAM | I | CHAIRMAN | B | Control |
| BERNARD, GERALD, WILLIAM | I | CHAIRMAN | B | Control |
| BERNARD, MADELEINE, KAY | I | CHIEF OPERATIONS OFFICER | B | Control |
| BERNARD, MADELEINE, KAY | I | CHIEF OPERATIONS OFFICER | B | Control |
| BERNARD, MADELEINE, KAY | I | CHIEF OPERATIONS OFFICER | B | Control |
| CASTINO, JOHN, ANTHONY | I | SENIOR VICE-PRESIDENT | B | |
| CASTINO, JOHN, ANTHONY | I | SENIOR VICE-PRESIDENT | B | |
| CASTINO, JOHN, ANTHONY | I | SENIOR VICE-PRESIDENT | B | |
| HESS, DAVID, JOHN | I | VICE CHAIRMAN | B | Control |
| HESS, DAVID, JOHN | I | VICE CHAIRMAN | B | Control |
| HESS, DAVID, JOHN | I | VICE CHAIRMAN | B | Control |
Registrations
Federal
IA
Sep 18, 2001 REGISTERED
Notice Filings (4)
CO FL MI MN
Address
125 WEST LAKE STREETSUITE 200
WAYZATA, MN 55391-1572
USA
Phone: 952-499-9579