CFP®, Series 7 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Jeff, a CERTIFIED FINANCIAL PLANNER™ professional, has been a Financial Advisor for more than 20 years. He is passionate about educating his clients on the most comprehensive strategies to help minimize their investment risk and maintain their current lifestyle during retirement. He considers listening to his clients his greatest strength and applies the knowledge of the entire Wealth Enhancement Group team to help manage the assets that clients already have and help them make educated decisions for the future.
Jeff is a three-time award winner (2013-2015) on Barron’s magazine’s “Top Financial Advisors” list.2 Jeff’s ranking placed him among the top 20 financial advisors in Minnesota. Jeff is an eight-year winner (2012-2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.3 He describes himself as a “financial coach” who assists clients who are motivated to create wealth over the long term.
He and his family live in Greenwood, where they are active in the community with their kids, sports and outdoor activities.
The Hockert-Whiley-Essman Financial Advisory team is located in our Plymouth, MN office.
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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 Factors included in Barron's Top 1200 Financial Advisor 2014 & 2015 rankings: assets under management, revenue produced for the firm, regulatory record, quality of pracatice and philanthropic work.
3 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 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.