Wealth Enhancement Group, an independent wealth management firm that oversees approximately $38.8 billion in client assets*, has announced Kelly Windorski, Chief Financial Officer, has been named to the 2021 Minnesota 500, a list of the most powerful business leaders in Minnesota.
Greenspring Media, the publisher of Minnesota Monthly magazine, has selected the top 500 Minnesota executives for the contributions they make to their industry and workplace, as well as their communities, throughout their careers.
Kelly has extensive experience in strategic growth and business transformation initiatives, including M&A and business divestitures. He spent 16 years in financial leadership roles with Ameriprise Financial and its predecessor American Express Financial Advisors. While at Ameriprise, Kelly served as Vice President Treasury, overseeing the firm’s treasury operations as well as providing leadership for its balance sheet and risk management initiatives. Prior to joining treasury, he was CFO for Securities America, an independent Broker/Dealer subsidiary of Ameriprise leading all finance, accounting, and advisor compensation functions. Prior to Securities America, Kelly served as Vice President, Lead Financial Officer of the Advice and Wealth Management business, overseeing the finance team responsible for supporting a segment with $4B of annual revenues. In each of these roles, Kelly has successfully led change and innovation to meet the needs of each organization.
Jeff Dekko, CEO of Wealth Enhancement Group said, “I’m honored to work closely with Kelly and I definitely understand why he was included on this list of Minnesota’s most elite business leaders. His role as a leader, his financial track record, and his strategic vision is an invaluable asset to Wealth Enhancement Group. We are proud to have Kelly represent our organization for this extraordinary achievement and congratulate him on being recognized by this prestigious award.”
Kelly Windorski, Chief Financial Officer of Wealth Enhancement Group said, “I am overwhelmed with excitement to be nominated for this achievement amongst some of Minnesota’s most powerful and influential leaders. I am so grateful for the experience of working with such a strong team at Wealth Enhancement Group and I’m proud to be a part of an organization that supports its financial advisors so they can continue to serve clients at a meritorious level.”
About the Selection Process
The Minnesota 500 began as a list of more than 7,000 executives across multiple industries in the state of Minnesota. After months of research and evaluation of existing databases, Greenspring Media narrowed the group to the top 500. Criteria for selection includes the impact each executive has had on their industry through current and past roles, the success of the organization under the executives’ leadership, awards or accolades in the executives’ professional or personal lives, community and philanthropic activities, position on other boards along with others. Nominees do not pay a fee to be considered or placed on the final list of Minnesota 500.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based knowledge and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Michelle Kaplan, Senior Communications Specialist
315-203-7017
mkaplan@wealthenhancement.com
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $38.8B billion in client brokerage and advisory assets as of 7/31/2021.
