Verified
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
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
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.
| Name | Title | Contact | |
|---|---|---|---|
| Jeff Dekko | Chief Executive Officer | j****o@wealthenhancement.com | |
| Bill Rice | Chief Legal Officer | b****e@wealthenhancement.com | |
| Rick Shideman | Chief Information Officer | r****n@wealthenhancement.com | |
| Tammy Parks | President | t****s@wealthenhancement.com | |
| Lew Cimino | President | l****o@wealthenhancement.com | |
| Chris Galloway | Chief of Staff | c****y@wealthenhancement.com | |
| Eric Delain | Deputy General Counsel | e****n@wealthenhancement.com | |
| Thomas Eddy | General Counsel | t****y@wealthenhancement.com | |
| Joseph Dieckhaus | Chief Compliance Officer | j****s@wealthenhancement.com | |
| Valerie Smithey | Chief Compliance Officer, The Ria & Chief Ris | v****y@wealthenhancement.com | |
| Stephen Babasola | Chief Executive Officer | s****a@wealthenhancement.com | |
| Brian Kuhn | Senior VP, Financial & Advisor | b****n@wealthenhancement.com | |
| Bill Rice | Chief Legal Officer | b****e@wealthenhancement.com | |
| Maureen Hansen | Senior Vice President | m****n@wealthenhancement.com | |
| Jeff Dekko | Chief Executive Officer | j****o@wealthenhancement.com | |
| Joseph Dieckhaus | Chief Compliance Officer | j****s@wealthenhancement.com |
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.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Lucas Kunde | Client Services Manager | *******1410 | l.......e@metlife.com | |
Marc Lewyn | Svp, Financial Advisor | *******9069 | m.......n@gvfinancial.com | |
Peter Smith | Vice President, Financial Advisor | ******6810 | p.......h@psgplanning.com | |
Christine Morey | Executive Assistant | *******1700 | c.......y@wealthenhancement.com | |
John Castino | Retired | ******1828 | j.......o@wealthenhancement.com | |
William Cafero | Senior Vice President | *******5900 | w.......o@rcladvisors.com | |
Frank Ortner | Svp, Financial Advisor | ******9393 | f.......r@onesourceretirement.com | |
Johann Lepasana | Integration Manager | ******6472 | j.......n@thejohnstongroup.com | |
Ken Severud | Senior Vice President, Operations And Compliance | ******0399 | s.......j@aol.com | |
Peter Needham | Senior Vice President | *******5600 | p.......m@aepg.com | |
Alexander Cochran | Associate Financial Planner | *******0222 | a.......n@gmail.com | |
Sarah Carvalho | Client Services Manager | ******5500 | s.......h@hhg.net | |
Kathy Schoeller | Payroll Administrator | ******0625 | k.......r@aol.com | |
Ramsey Wolfe | Vice President Financial Advisor | *******4716 | r.......e@gmail.com | |
Mark Beethe | Senior Vp-financial Advisor | ******1828 | m.......e@wealthenhancement.com | |
Brian Vnak | Vice President Of Advisory Services | *******1700 | b.......k@comcast.net | |
John Wernz | Executive Consultant, Shareholder | *******1700 | w.......z@wealthenhancement.com | |
Jennifer Nelson | Assistant Financial Planner | ******9333 | j.......n@oppenheimerfunds.com | |
James Cahn | Chief Investment Officer | *******1700 | j.......n@uchicago.edu | |
Gary Quinzel | Senior Portfolio Manager | ******5600 | g.......l@aepg.com | |
Neal Seagle | Senior Vice President | ******6000 | n.......e@gmail.com | |
Noel Santiago | Director, Group Benefits | ******5600 | n.......o@jamisongroup.com | |
Tiffany Rosetti | Vp, Financial Advisor | ******7281 | t.......r@gmail.com | |
Koestler Nancy | Senior Compliance Specialist At Wealth Enhancement Group | *******1700 | k.......y@wealthenhancement.com | |
Craig Belisle | Senior Vice President And Financial Advisor | ******5601 | c.......g@gvfinancial.com | |
Ryan Marshall | Vice President- Financial Advisor | ******4000 | r.......6@stlawu.edu | |
Mark Parrish | •cfp Financial Advisor | ******1828 | m.......h@wealthenhancement.com | |
Cindy Wilson | Vice President, Financial Advisor | ******5704 | w.......2@nationwide.com | |
Sean Yan | Senior Systems Engineer | ******9190 | s.......n@tileshop.com | |
Josh Kinnee | Client Service Manager | *******2384 | j.......e@gmail.com | |
Leo Carton | Senior Risk Manager At Wealth Enhancement Group | *******1700 | l.......n@comcast.net | |
Matt Elstad | Vice President, Application Development | *******1700 | m.......d@wealthenhancement.com | |
Tony Zanuta | Retirement Plan Analyst | *******1700 | t.......a@wealthenhancement.com | |
Corina Mccurdy | Senior Client Service Manager | *******1700 | c.......y@wealthenhancement.com | |
Jennifer Boland | Senior Risk Specialist | ******9790 | j.......d@wealthenhancement.com | |
Tony Parrish | Client Service Manager | ******9553 | t.......h@wealthenhancement.com | |
Roberta Meltz | Client Service Manager | *******1700 | r.......z@wealthenhancement.com | |
Chris Galloway | Strategic Projects | ******1580 | g.......s@yahoo.com | |
Tami Heuring | Suitability Review | ******9123 | t.......g@wealthenhancement.com | |
Ray Hawkins | Senior Vice President, Financial Planning | *******5600 | r.......s@aepg.com | |
Kimberly Jobson | Vice President Financial Advisor | *******2712 | k.......6@wcupa.edu | |
Anthony Zantua | Retirement Plan | ******3811 | a.......a@juno.com | |
Mark Ledson | Sales Practice Development | ******1222 | m.......n@wealthenhancement.com | |
Jed Frein | Client Services Manager | *******1700 | j.......n@hotmail.com | |
Ernie Spadaccini | Managing Tax Director | ******5500 | e.......e@hhg.net | |
Stephanie Remisiewicz | Certified Financial Planner | *******5155 | s.......z@nmfn.com | |
Glenn Meyer | Senior Vice President | ******5800 | g.......n@gdmplan.com | |
Laura Quade | Director Advisory Operations | ******3068 | l.......e@hartfordlife.com | |
Kelly Fischer | Associate Financial Advisor | ******5575 | k.......3@yahoo.com | |
Bryan Walls | Vp, Financial Advisor | *******1192 | b.......6@gmail.com | |
Paul Papapostolou | Vp | ******5500 | p.......u@gmail.com | |
Orr Cooks | Director Of Advisor Engagement | ******3779 | o.......s@ampf.com | |
Steve O'hara | Senior Vice President | ******1830 | s.......a@clafa.net | |
Todd Diven | Wealth Cpa Inactive Cfp R | ******1700 | t.......n@wealthenhancement.com | |
Dustin Obhas | Vice President, Financial Advisor | ******2330 | p.......t@earthlink.net | |
Jacob Dahlen | Vice President - Finance And Analytics | *******1837 | j.......n@bestbuy.com | |
Jason Warner | Vice President Of Technology | ******2188 | j.......r@selectcomfort.com | |
Steve Hess | Financial Advisor | ******1828 | s.......s@wealthenhancement.com | |
Chfc® Jeremy Myrum | Financial Planner | ******9351 | j.......m@wealthenhancement.com | |
Michael Bishop | Vice President Financial Advisor, Cfpâ | *******1700 | m.......9@yahoo.com | |
Adam Paulson | Planning | ******4501 | a.......n@fidelity.com | |
Scott Donaldson | Associate Systems Administrator | *******1700 | s.......n@wealthenhancement.com | |
Beth Furcht | Strategic Projects Facilitator | ******1700 | b.......t@comcast.net | |
Robert Standish | Vice President, Financial Planner | ******9150 | r.......h@bpuinvestments.com | |
John Turner | Region | ******1828 | j.......r@wealthenhancement.com | |
Peg Webb | Senior Vice President And Partner At Wealth Enhancement Group | ******1828 | p.......b@wealthenhancement.com | |
Jared Knowles | Vice President, Financial Advisor | ******9297 | j.......s@iwon.com | |
Candy Wooten | Client Service And Financial Planner | *******1700 | c.......n@wealthenhancement.com | |
Shannon Breuer | Regional Director | ******2100 | s.......r@livemore.net | |
Beth Harvieux | Payroll Administrator | *******1700 | b.......x@wealthenhancement.com | |
Dustin Smith | Wealth Counselor | *******1700 | h.......y@yahoo.com | |
Jamie Dezern | Technology Operations Manager | *******1700 | j.......n@gmail.com | |
Steven Mondolino | Associate Financial Advisor | *******6882 | s.......7@gmail.com | |
Ken Smith | Cpa, Cfp, Senior Vice President Financial Advisor | *******1700 | d.......8@yahoo.com | |
Lindsey Dewitt | Marketing Order Fulfillment | ******1700 | l.......t@wealthenhancement.com | |
Tami Heuring | Senior Suitability Review Analyst | *******7350 | t.......g@gmail.com | |
Loribeth Visconti | Client Service Manager | ******7530 | l.......i@northwesternmutual.com | |
Christian Spurlock | Salesforce Administrator | ******0969 | c.......k@2ndswing.com | |
Jan Frieburg | Administrative Assistant | *******5215 | j.......g@bigfoot.com | |
Nicole Loberg | Direct Marketing Specialist | ******5913 | j.......g@charter.net | |
Steve Petcovic | Investment Advisor Representative | *******1700 | s.......c@tweginc.com | |
Sarah Crescitelli | Director Of Tax And Business Development | ******5500 | s.......2@yahoo.com | |
Kacie Kloempken | Client Service | ******2250 | k.......n@wealthenhancement.com | |
Susan Cheshier | Branch | ******1700 | s.......n@prairieviewpartners.com | |
Duane Ehresmann | Hr | ******1828 | d.......n@wealthenhancement.com | |
Don Hannahs | Senior Vice President | *******9573 | d.......s@lfg.com | |
Daniel Hogan | Director Of Strategic Projects And Integrations | ******1222 | d.......n@wealthenhancement.com | |
David Geller | Director, Behavior Wealth Management | ******9634 | d.......r@gvfinancial.com | |
Janet Fitzpatrick | Operations | ******0613 | j.......k@wealthenhancement.com | |
Michele Newhouse | Vice President Financial Advisor | *******1700 | m.......e@wealthenhancement.com | |
Brian Williamson | Financial Planning Analyst | *******0688 | b.......n@wealthenhancement.com | |
Dustin Obhas | Financial Advisor | ******1222 | d.......s@wealthenhancement.com | |
Tye Crews | Regional Vice President, Planning Consultant | ******3863 | t.......s@ccbjax.org | |
Joanna Ehresman | Svp, Marketing And Communications | *******1700 | j.......n@gmail.com | |
David Brounley | Business Development | ******1222 | d.......y@gmail.com | |
Mike Hess | Senior Vice President - Senior Financial Advisor | *******1700 | m.......s@lpl.com | |
Abby Anderson | Integration Manager | ******7085 | a.......7@gmail.com | |
Maria May | Branch Office Administrator | *******5331 | m.......y@lfg.com | |
Brian Gregov | Director, Retirement Plan Consulting | ******9237 | b.......v@comcast.net | |
Marcie Payton | Executive Assistant | ******4232 | m.......n@juno.com |
Email Formats
Discover the email patterns used at Wealth Enhancement Group to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
Technology
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 .
Who are the investors in Wealth Enhancement Group?
Wealth Enhancement Group is backed by 2 investors : TA Associates and Onex.
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