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Eric Grafnitz

Wealth Enhancement Advisory Services, LLC
9 Years of Experience
Plymouth, MN
1 DisclosureBroker
View SEC Summary
View SEC Summary

Eric Grafnitz is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Plymouth, MN, with 9 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Eric operates Wealth Enhancement Group as a DBA for his LPL business and Wealth Enhancement Advisory Services LLC as a registered investment advisor. He dedicates full-time hours to providing investment advisory services through Private Advisor Group.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
September 2021 - Present · 5 yrs 1 mo
Wealth Enhancement Brokerage Services, LLC
July 2021 - Present · 5 yrs 3 mos
Wealth Enhancement Brokerage Services, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
July 2021 - June 2025 · 3 yrs 11 mos
Fsc Securities Corporation
September 2020 - September 2020 · 0 mos
Woodbury Financial Services, INC.
September 2020 - September 2020 · 0 mos
Sagepoint Financial, INC.
September 2020 - September 2020 · 0 mos
Royal Alliance Associates, INC.
September 2020 - September 2020 · 0 mos
Sagepoint Financial, INC.Broker
September 2020 - September 2020 · 0 mos
Royal Alliance Associates, INC.Broker
September 2020 - September 2020 · 0 mos
Fsc Securities CorporationBroker
September 2020 - September 2020 · 0 mos
Woodbury Financial Services, INC.Broker
September 2020 - September 2020 · 0 mos
Questar Asset Management, INC.
April 2019 - July 2019 · 3 mos
Woodbury Financial Services, INC.
March 2019 - March 2019 · 0 mos
Questar Asset Management, INC.
February 2019 - March 2019 · 1 mo
Questar Capital CorporationBroker
October 2018 - July 2019 · 9 mos
Edward JonesBroker
November 2007 - March 2009 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
April 2005 - May 2007 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
April 2005 - July 2006 · 1 yr 3 mos
State Registrations11 states
ALARDEMNMSNENVOKRIVAWA
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.
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