Benjamin Daggett
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
9 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Wealth Enhancement Advisory Services, LLCAug 2023 to now
- Wealth Enhancement Brokerage ServicesAug 2023 to now
- Wealth Enhancement GroupAug 2023 to now
- LPL Financial LLCAug 2023 to Jun 2025
- Wells Fargo Bank, NASep 2021 to Aug 2023
- Wells Fargo Clearing Services, LLCSep 2021 to Aug 2023
- Riversource Distributors, Inc.Aug 2018 to Sep 2021
- UnemployedNov 2017 to Aug 2018
- Insight GlobalMay 2017 to Nov 2017
- Full/ Part- Time Education- University of Minnesota Twin CitiesSep 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7004893
- Firm CRD
- 116407