Chloe Briel is a CFP-designated registered investment advisor, based in Plymouth, MN, with 11 years of industry experience.
Location
505 N Highway 169, Suite 900, Plymouth, MN, 55441
Get directionsHistory
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 →Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
January 2020 - Present · 6 yrs 4 mos
Wealth Enhancement Advisory Services, LLC
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
January 2020 - December 2023 · 3 yrs 11 mos
Commonwealth Financial Network
March 2015 - September 2019 · 4 yrs 6 mos
Commonwealth Financial NetworkBroker
March 2015 - September 2018 · 3 yrs 6 mos
Cetera Advisor Networks LLC
November 2014 - March 2015 · 4 mos
Cetera Advisor Networks LLCBroker
January 2014 - March 2015 · 1 yr 2 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.