EA
ChFC
EA
ChFC

Eric Aanes

33 Years of Experience
Plymouth, MN
BrokerSells Insurance

Eric Aanes is a ChFC-designated registered investment advisor, based in Plymouth, MN, with 33 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is the president of CPL Insurance Services, Inc. since 2011 and owns rental real estate since 2011. He also dedicates about half of his time to Wealth Enhancement Advisory Services and Wealth Enhancement Group, and minimal time to Chaya M Cafe.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
October 2022 - Present · 3 yrs 11 mos
Wealth Enhancement Advisory Services, LLC
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
September 2009 - June 2025 · 15 yrs 9 mos
LPL Financial Corporation
September 2009 - December 2009 · 3 mos
Associated Planners Investment Advisory INC
October 2007 - October 2009 · 2 yrs
Titus Wealth Management
October 2005 - September 2022 · 16 yrs 11 mos
Associated Planners Investment Advisory INC
September 2005 - June 2006 · 9 mos
Associated Securities CORP.Broker
September 2005 - September 2009 · 4 yrs
Associated Securities CORP.
September 2005 - September 2009 · 4 yrs
AXA Distributors, LLCBroker
January 2005 - September 2005 · 8 mos
Nationwide Investment Services CorporationBroker
December 2000 - January 2005 · 4 yrs 1 mo
Nationwide Advisory Services, INC.Broker
March 2000 - December 2000 · 9 mos
Security Distributors, INC.Broker
May 1997 - February 2000 · 2 yrs 9 mos
Capital Brokerage CorporationBroker
June 1994 - March 1998 · 3 yrs 9 mos
Hornor, Townsend & Kent, INC.Broker
May 1993 - July 1994 · 1 yr 2 mos
Pml Securities CompanyBroker
January 1993 - May 1993 · 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eric Aanes - Financial Advisor | TrueAdvisor