Series 7 Securities Registration,1 Series 66 Advisory Registration, † Insurance License
Amanda joined Wealth Enhancement Group with five years of experience in the financial services industry. In working with other nationally known firms in the past, she found that it was simple to distinguish how unique Wealth Enhancement Group is. Amanda manages the client review process and provides financial planning support in a values driven manner to the team and to our clients. She is currently working toward obtaining her CERTIFIED FINANCIAL PLANNER™ designation in order to provide additional knowledge and better service to our clients. She is also a recipient (2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
Amanda enjoys spending her free time with friends and family, traveling, working out and cooking.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 FIVE STAR Wealth Managers.