Wealth Enhancement Group logo

Wealth Enhancement Group Employee Directory

Financial ServicesMinnesota, United States1001-5000 Employees

Wealth Enhancement is a financial services firm focused on delivering comprehensive, one-stop financial guidance designed to reduce client stress and simplify decision-making. The company traces its origins to 1997, when four advisors sharing an office space formed the firm. It operates a Roundtable—a team of specialists across six core areas of wealth management—integrated with a three-step UniFi process to keep a client’s financial life organized and straightforward. Advisory services are provided through Wealth Enhancement Advisory Services, LLC, an affiliated registered investment adviser.

Wealth Enhancement is based in Plymouth, Minnesota, and positions itself within the financial services industry as a provider of integrated wealth management under one roof. In 2026 the group expanded its advisory footprint with the acquisition of Parros Financial Group.

Find Wealth Enhancement Group employees' phone numbers or email addresses

Wealth Enhancement Group Global Highlights

Location
Employees

North America
1.9K

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  • United States Of America
    1.9K
  • Mexico
    1

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Spain
    1
  • Belgium
    1

Africa
3

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  • Uganda
    2
  • Nigeria
    1

Asia
2

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  • India
    1
  • China
    1

Wealth Enhancement Group's Leadership

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    K. W.
    Chief Financial Officer
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    R. S.
    Chief Platform Officer
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    B. V.
    Chief Advisory Officer
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    H. S.
    Chief Financial Officer
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    B. T.
    Vp Of It Operations
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    J. W.
    Vp Of Technology
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    K. P.
    Vp Financial Advisor
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    B. R.
    Vp Financial Advisor
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Wealth Enhancement Group Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Analytics
  • Marketing
  • Engineering
  • Other
  • Banking
  • Community & Social Services
  • Program & Project Management
  • Accounting

Contact profiles from Wealth Enhancement Group

Name
Title
Contact Info
Location
Last Update
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    J. M.
    Sr. Vice President - Financial Advisor
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    Jun 27, 2026
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    G. P. K.
    Sr Vice President
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    Jun 29, 2026
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    A. M.
    Senior Vice President - Financial Advisor
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    Jun 18, 2026
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    G. S.
    Senior Vice President, Financial Advisor
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    May 13, 2024
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    B. D. A.
    Senior Vice President, Financial Advisor
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    Jun 29, 2026
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    A. B.
    Vice President And Lpl Financial Advisor
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    Apr 04, 2025
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    A. G.
    Vice President, Financial Advisor
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    Apr 04, 2025
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    A. W.
    Senior Vice President
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    Jun 03, 2026
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    B. S.
    Senior Vice President - Financial Advisor
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    Mar 12, 2025
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    B. H.
    Sr Vice President Of Market Development
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    Aug 02, 2024

Frequently Asked Questions

What is Wealth Enhancement Group known for?

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Wealth Enhancement Group operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Wealth Enhancement Group's company overview page for more information.

What is Wealth Enhancement Group's most common email format?

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Wealth Enhancement Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Enhancement Group email formats with LeadIQ.

How many employees does Wealth Enhancement Group have currently?

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Wealth Enhancement Group has approximately 1.9K employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Wealth Enhancement Group's key employees and leadership?

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As of July 2026, Wealth Enhancement Group's key employees include:

  • Chief Financial Officer: K. W.
  • Chief Platform Officer: R. S.
  • Chief Advisory Officer: B. V.
  • Chief Financial Officer: H. S.
  • Vp Of It Operations: B. T.

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