TrueAdvisor
TrueAdvisor
BV
CFP
BV
CFP

Brian Vnak

Wealth Enhancement Advisory Services, LLC
12 Years of Experience
New Brighton, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Vnak is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in New Brighton, MN, with 12 years of industry experience. Brian 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

New Brighton, MN

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brian is involved in several business activities, including tax preparation, real estate rental, and serving as an investment advisor representative. He also works as an agent selling life, health, disability, LTC, and fixed annuities, and dedicates about a quarter of his time to basic tax preparation.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
March 2014 - Present · 12 yrs 7 mos
Wealth Enhancement Brokerage Services, LLCBroker
January 2014 - Present · 12 yrs 9 mos
Wealth Enhancement Brokerage Services, LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
January 2014 - June 2025 · 11 yrs 5 mos
State Registrations1 state
MN
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.
More Advisors
More financial advisors in New Brighton, MN →All financial advisors in Minnesota →