Bernard Smit is a CFP, ChFC-designated registered investment advisor, based in Plymouth, MN, with 40 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bernard operates under the DBA Wealth Enhancement Group for his LPL business and provides investment advisory services through Wealth Enhancement Advisory Services LLC, spending minimal time on the latter. He also owns rental real estate in Lahaina, HI.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Walnut Creek Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Transamerica Financial Resources, INC.Broker
Sun Investment Services CompanyBroker
Financial Network Investment CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations40 states
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