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Showing 81-90 of 4196 results

Bio

Nick Kvamme

As a CERTIFIED FINANCIAL PLANNER™ professional, with more than 20 years of experience in the financial services industry, Nick’s primary focus is to develop comprehensive strategies that educate and guide our clients’ financial decisions, helping them to work towards both short-and long-term financial success. He is a 7-year recipient (2017-2023) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* Nick is a graduate of St.

St. Cloud, MN Smith-Kvamme-Ampe Team

Bio

Jacqueline Ampe

With over 25 years of industry experience and holding both Certified Financial Planner and Certified Retirement Councilor* designations, Jacqueline is a dedicated wealth advocate and fiduciary. She has also been honored with the FIVE STAR Wealth Manager Award for seven consecutive years (2019-2025)**. Jacqueline has developed a strong understanding and expertise in investment management, retirement and estate planning, all tailored around tax efficient solutions as well.

St. Cloud, MN Smith-Kvamme-Ampe Team

Bio

Derek Platt

Derek Platt believes that great financial planning starts with truly understanding people. He takes the time to listen, build meaningful relationships, and tailor strategies to each client’s unique goals.

Houston - Galleria, TX Platt Team

Bio

Gary Sugg

Gary joined Wealth Enhancement in 2021 through the Carroll Financial acquisition. He enjoys building relationships with clients and partnering to achieve their financial goals. In his work, he focuses on developing thorough financial plans to simplify clients lives while maximizing resources through ongoing investment strategies. Gary is a proud native of Charlotte and resides in the South Park area with his wife, Sarah, son, Jackson, and Labrador, Ridge.

Charlotte, NC Hall Team

Bio

Nick Beissel

Nick has worked with Wealth Enhancement Group for 20 years after starting his career at a large financial services firm in downtown Minneapolis. He enjoys spending time with his wife Shelly and two sons, Brady and Max. When Nick is away from the office you can most likely find him at a ball field coaching his boys, sports teams

Plymouth, MN SBW Team

Bio

Don Riley

Don Riley is a seasoned financial professional with over four decades of experience in the finance industry. His career began in 1984 as a trader on the Philadelphia Stock Exchange, where he founded a specialist and trading firm. Transitioning into financial advisory services, Don has spent the past 15 years providing clients with investment solutions and financial planning advice.

West Conshohocken, PA Main Line Team

Bio

Mike Welch

Mike joined Wealth Enhancement Group in 2022 through the acquisition of BTR Capital Management, bringing with him extensive experience in financial planning, investment management, and fixed income research and trading.

Oakland, CA BTR Team

Bio

Michael A. DeMatteo

Over the last several years, Michael has handled corporate investment, managing the quality of the client experience and expansion for future growth. His parents are his inspiration. He credits them as his role model in raising his own three children, and in showing him the proper way to care about people. Their guidance ultimately became a major influence in creating his approach to counseling clients. Mike enjoys traveling and playing golf and a good game of chess.

Fishkill, NY 10-15 Team

Bio

Kelsey Fatzinger

Kelsey is passionate about helping clients simplify and better understand their finances. She partners with them to provide comprehensive financial planning at every stage of life, preparing them for the certainty of uncertainty. Kelsey takes the time to get to know her clients, listen to their financial goals, discuss their values, and provide tailored guidance to help them achieve success. 

Madison - John Q Hammons Drive, WI Gibson-Johnson Team

Bio

Matthew Reghetti

Matthew began his career in the banking industry as a personal banker. Prior to joining Wealth Enhancement as a financial advisor, Matthew was a partner with Aurum Wealth for three years and Marcum Wealth for four years. He helps clients pursue financial independence with comprehensive financial planning and investment management and works under the highest fiduciary standard to provide advice, while bearing in mind the client’s best interests.

Akron - Green, OH Aurum Akron Team