Wealth Enhancement Group
A Financial Advisor at Wealth Enhancement in Logan, Utah serves as a key member of the advisory team, helping clients achieve their financial goals through personalized wealth management and planning-based services. The role supports a large client base using team-based Roundtable and UniFi processes and contributes to client retention and growth. This position offers a flexible, hybrid work arrangement with some time in the office for meetings.
Headquarters
Plymouth, Minnesota, United States
Company Size
501-1000 employees
Founded
1997
Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
Wealth Enhancement Group didn’t post a salary, so this is our estimate from similar listings.
Advisory M&A News – 12/17/2025
Dec 17, 2025