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Showing 651-660 of 4196 results

Bio

Heather Benash

Heather’s specialty is plan design, specifically cross-tested plans, which can maximize owner profit-sharing contributions in the retirement plan. Heather also provides day-to-day customer support for businesses and their employees in administering their 401(k) plans. She assists with legal and compliance issues that arise. Heather joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition. She is also a member of the Madison Benefit Council.

Madison - John Q Hammons Drive, WI Oswald Team

Bio

Brett Fingerhut

Brett Fingerhut has more than 20 years of investment experience in global equity markets. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Brett focuses on the unique financial goals of each client to help manage an investment portfolio for their personal situations and risk tolerance. With his wealth of experience, Brett strives to provide high levels of satisfaction and loyalty to his clients.

Miami, FL Gordon-Fingerhut Team

Bio

Frank Armstrong

Frank Armstrong has more than 45 years of experience in the securities and financial services industry. Prior to joining Wealth Enhancement Group in 2021, Frank was the founder and principal of Investor Solutions, Inc., a fee-only registered investment advisor. He joined Connecticut General Life in 1973 as a dual registered life, health and annuity agent, and securities representative.

Miami, FL

Bio

Vince Cimino

With almost three decades of experience in the wealth management industry, Vince’s depth of expertise helps give confidence and clarity to his clients. Vince specializes in working with individuals interested in retirement and post-retirement distribution planning needs. He takes into account not only the accumulation of funds, but also distribution options along with estate planning ramifications.

Clinton, WI Cimino Team

Bio

Ken Waltzer

Ken studied neuropsychology at Harvard while producing operas and orchestra concerts in his “spare time”. That’s also when Ken started investing for himself and his family, and his experience as an active investor now spans more than 45 years. Post med school and residency, Ken worked as an internist at Harvard University Health Services, then came to Southern California to work at Kaiser-Permanente.

Los Angeles - Westwood, CA Gilman-Waltzer Team

Bio

James Hunt

Before joining Wealth Enhancement Group, James was a Registered Client Associate with Wells Fargo Advisors, working with multiple financial advisors across the country. Prior to that, he was a Retirement Specialist with Vanguard. James holds multiple industry licenses as a financial advisor. Outside of work, James enjoys traveling with his wife and Bernese Mountain dog, and playing golf.

Cornelius, NC Hunt Team

Bio

Bill Hart

Bill entered the financial industry upon graduating college, working as a bank vice president and a life insurance agent. He then established a career as a financial planner and partnered with Bill Carr to form Retirement Strategies, Inc. in 1994. Bill currently serves on the Firehouse Subs Public Safety Foundation Board as well as Treasurer for the Highlands Precious Gifts Preschool.

Jacksonville - Town Center, FL

Bio

Doug Nigh

As a financial advisor, Doug strives to help individuals and families bring clarity to their financial picture. Henry Ford once stated that “obstacles are those frightening things you see when you take your eyes off your goal.” By applying a planning process founded upon fundamental and time-tested principles, Doug’s goal is to help his clients develop and maintain a long-term plan and help them stay focused.

Hagerstown, MD Nigh-Hanft-Belella Team

Bio

Shad Ketcher

Shad Ketcher uses his knowledge as a seasoned financial planner to find creative solutions as he aims to help people reach their life goals and make informed decisions about their money. He enjoys serving clients just starting on the road to financial success, as well as helping others who have done well to finish well. He believes maintaining a relationship built on respect and trust is key to helping clients stay the course and remain committed to long term strategic plans.

Hutchinson, MN New Era-Hutchinson Team

Bio

Grant Lindaman

Grant Lindaman is a Senior Vice President and Financial Advisor with more than 50 years of experience helping individuals, families, and business owners navigate complex financial decisions. Throughout his career, Grant has been committed to providing financial guidance, planning support, and a long-term perspective intended to help clients pursue their financial goals.

Minnetonka, MN New Era-Wayzata Team