Chief Advisory Officer · Wealth Enhancement Advisory Services, LLC
Brian J. Vnak
CRD 5087016 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealth Enhancement Advisory Services, LLC, an SEC-registered wealth manager based in Plymouth, MN with $122.2 billion in regulatory assets, lists Brian J. Vnak on its Form ADV as Chief Advisory Officer, a control person.
Firms and roles
- Wealth Enhancement Advisory Services, LLCChief Advisory OfficerWealth manager · Plymouth, MN · $122B in regulatory assets
AtlasMembers
Brian’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (12)
- Jeffrey T. DekkoChief Manager and President, Wealth Enhancement Advisory Services, LLC
- James L. CahnChair of the Investment Committee and Chief Strategy Officer, Wealth Enhancement Advisory Services, LLC
- Kelly J. WindorskiChief Financial Officer and Treasurer, Wealth Enhancement Advisory Services, LLC
- Frederick J. ShidemanChief Platform Officer and Chief Information Security Officer, Wealth Enhancement Advisory Services, LLC
- Joseph A. DieckhausChief Compliance Officer, Wealth Enhancement Advisory Services, LLC
7 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.