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Adam Nguyen

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

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Location

2351 Connecticut Ave, Suite 310, Sartell, MN, 56377

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam operates Wealth Enhancement Advisory Services as a registered investment advisor and Wealth Enhancement Group, a non-variable insurance DBA, since 2012. He also serves as a notary public, dedicating minimal time to this activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
April 2014 - Present · 11 yrs 10 mos
Wealth Enhancement Brokerage Services, LLCBroker
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
March 2013 - June 2025 · 12 yrs 3 mos
State Registrations13 states
AZFLGAIAMDMNMTNDNVNYSDTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.