About

Jeff 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.* Jeff’s ranking placed him among the top 20 financial advisors in Minnesota. Jeff is a multi-winner (2017-2023) of the Five Star Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.** 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.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*The Barron's Top 1200 Financial Advisors ranking is awarded based upon criteria including revenue produced for the firm, regulatory record, quality of practice, philanthropic work, and assets under management. Awarded on 2/15/13, 2/24/14, and 2/23/15 for the one-year period ending September 30th of the previous year.

**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, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.

Additional licenses and designations

  • CA Insurance License #0F66593

Resources from Jeff Hockert

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