Matthew Jelnicky is a CFP-designated registered investment advisor, based in Plymouth, MN, with 26 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
Matthew operates his LPL business through Park South Advisors, LLC and Wealth Enhancement Group. He also provides tax preparation and CPA services, dedicating about a quarter of his time, and sells term life insurance through Dixon Wells, spending a few hours per week. Additionally, Matthew provides investment advisory services through Wealth Enhancement Advisory Services, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Independent Advisor Alliance, LLC
Cetera Advisor Networks LLC
Tricapital Financial Group, INC.
Cetera Advisor Networks LLCBroker
State Registrations10 states
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