JH
CFP
JH
CFP

Jeffrey Hockert

31 Years of Experience
Plymouth, MN
Broker

Jeffrey Hockert is a CFP-designated registered investment advisor, based in Plymouth, MN, with 31 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 Activities

Jeffrey operates under the DBA Wealth Enhancement Group, LLC since 2007 and is a registered investment advisor with Wealth Enhancement Advisory Services, LLC. He also participates in a radio program, is a notary public (minimal time commitment), and has a business entity for tax/investment purposes.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
February 2007 - Present · 19 yrs 7 mos
Wealth Enhancement Advisory Services, LLC
November 2006 - Present · 19 yrs 10 mos
Previous Registrations
LPL Financial LLC
May 2007 - May 2011 · 4 yrs
LPL Financial LLCBroker
February 2007 - June 2025 · 18 yrs 4 mos
Sii Investments, INC.Broker
December 2001 - February 2007 · 5 yrs 2 mos
Fsc Securities CorporationBroker
August 1999 - December 2001 · 2 yrs 4 mos
Mutual Service CorporationBroker
March 1999 - August 1999 · 5 mos
Titan/value Equities Group, INC.Broker
September 1994 - March 1999 · 4 yrs 6 mos
State Registrations33 states
AKARAZCACODCFLGAIAIDILINKSKYMAMDMIMNMOMTNCNDNENYOHORPASCSDTXUTWAWI
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.
Jeffrey Hockert - Financial Advisor | TrueAdvisor