Trey Wittman
Advisor at wealth Enhancement Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at wealth Enhancement Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
wealth Enhancement Advisory Services, LLC
Location
Hutchinson, MN 55350
Credentials
Series 66
Industry experience
< 1 year
Flat fees for financial planning and consultation services, up to $25,000
$0 - $999,999 or less: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually Over $2,000,000+: 1.00% annually $0 - $250,000: 15 basis points (platform fee) Next $250,000 - $500,000: 15 basis points (platform fee) Next $500,000 - $1,000,000: 14 basis points (platform fee) Next $1,000,000 - $4,000,000: 13 to 12 basis points (platform fee) Over $5,000,000+: 11 basis points (platform fee) $0-$10M - $10M: 10 basis points (Tax and Values Overlay Services) $10M-$25M - $25M: 8 basis points (Tax and Values Overlay Services) Over $25M+: 5 basis points (Tax and Values Overlay Services)
Up to $600 per hour for consulting services
Minimum fee: Minimum annual platform fees of $50, $65, or $40 depending on program or service Fee-only: Financial planning fees up to $25,000 depending on complexity; hourly consulting up to $600/hour; flat fees also offered
Wealth Enhancement Advisory Services
2025 - Present (1 year)
Wealth Enhancement Brokerage Services
2025 - Present (1 year)
Wealth Enhancement Group
2025 - Present (1 year)
Northwestern Mutual
2024 - 2024 (1 year)
Southwest Minnesota State University
2023 - 2025 (2 years)
Crow River Golf Club
2023 - 2023 (1 year)
Unemployed
2022 - 2023 (1 year)
Tri County Water Conditioning
2022 - 2022 (1 year)
Jimmy's Pizza
2021 - 2022 (1 year)
UNEMPLOYED
2020 - 2021 (1 year)
Squeaky's Grill and Bar
2019 - 2020 (1 year)
Burger King
2019 - 2019 (1 year)
Crow River Country Club
2018 - 2019 (1 year)
UNEMPLOYED
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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