Chief Manager and President · Wealth Enhancement Advisory Services, LLC
Jeffrey T. Dekko
CRD 4648018 · Named on Form ADV at 5 SEC-registered advisers
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 Jeffrey T. Dekko on its Form ADV as Chief Manager and President, a control person. The SEC filings also name Jeffrey at 4 other registered advisers.
Firms and roles
- Wealth Enhancement Advisory Services, LLCChief Manager and PresidentWealth manager · Plymouth, MN · $122B in regulatory assets
- Northcrest Asset ManagementChief Manager and PresidentAsset manager · Plymouth, MN · $4.3B in regulatory assets
- Advisory Solutions GroupChief Manager and PresidentWealth manager · Plymouth, MN · $408M in regulatory assets
- Orion Portfolio Solutions, LLCElected ManagerWealth manager · Omaha, NE · $65B in regulatory assets
- Townsquare Capital, LLCElected ManagerAsset manager · Lehi, UT · $18B in regulatory assets
AtlasMembers
Jeffrey’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 each firm
- 5 firmsLocked
- Control-person status
- 3 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (19)
- 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
- Brian J. VnakChief Advisory Officer, 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
14 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.