DP
CFP
DP
CFP

Deborah Pursey

19 Years of Experience
Plymouth, MN
BrokerSells Insurance

Deborah Pursey is a CFP-designated registered investment advisor, based in Plymouth, MN, with 19 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

Deborah operates under the DBA Wealth Enhancement Group for her LPL business and is part of the Walnut Creek Team at Wealth Enhancement Group, dealing with non-variable insurance, spending a few hours per week on this. She also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Wealth Enhancement Advisory Services, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
September 2021 - June 2025 · 3 yrs 9 mos
Walnut Creek Wealth Management
July 2017 - October 2021 · 4 yrs 3 mos
Cetera Advisor Networks LLC
August 2006 - September 2021 · 15 yrs 1 mo
Cetera Advisor Networks LLCBroker
May 2006 - September 2021 · 15 yrs 4 mos
State Registrations34 states
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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.
Deborah Pursey - Financial Advisor | TrueAdvisor