CFP®, Series 7, 24 & 63 Securities Registrations,1 Insurance License
Jennie, a CERTIFIED FINANCIAL PLANNER™ professional, joined Wealth Enhancement Group in August 2009 and brings more than 16 years of experience to her role as Senior Vice President, Financial Advisor. Jennie is also a member of the Roundtable—the team of specialists and advisors who have distinct areas of expertise. Jennie’s knowledge of wealth management strategies makes her perspective valuable in the financial planning process. Her specialized knowledge of Life Insurance planning strategies allows her to support advisory teams throughout the organization by assisting their clients with their Life Insurance goals. She is a four-time recipient of the “FIVE STAR Wealth Manager” award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.² Outside of work, Jennie enjoys playing tennis and golf and spending time with her kids Brady and Betsy.
The Boland Financial Advisory team is located in our Woodbury, 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 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 2017, 2018, 2019 or 2020 FIVE STAR Wealth Managers.