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CFP

Benjamin Osborn

Wealth Enhancement Advisory Services, LLC
8 Years of Experience
Burnsville, MN
Broker
View SEC Summary
View SEC Summary

Benjamin Osborn is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Burnsville, MN, with 8 years of industry experience. Benjamin 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

350 W Burnsville Pkwy, Suite 600, Burnsville, MN, 55337

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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 Activities

Benjamin is affiliated with Wealth Enhancement Group as a DBA for LPL business since 2017. He also provides administrative services to Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm, dedicating about half of his time to this activity.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
March 2018 - Present · 8 yrs 7 mos
Wealth Enhancement Brokerage Services, LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
February 2018 - March 2018 · 1 mo
LPL Financial LLCBroker
November 2017 - June 2025 · 7 yrs 7 mos
State Registrations32 states
AKALARAZCACOFLGAIAIDILKSMAMDMIMNMOMSMTNCNDNMNYORPASCSDTNTXVAWAWI
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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