Jacob Michael Heins

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 02/2022
  Ameriprise Financial Services Inc
  Minneapolis, MN
• 01/2019 → 08/2019
  Monona Bank
  Monona, WI
• 02/2018 → 05/2019
  University Of Wisconsin Colleges Registrar
  Madison, WI
• 09/2017 → 02/2018
  Uw - Madison
  Madison, WI
• 06/2017 → 09/2017
  Palatine Park District
  Palatine, IL
• 07/2016 → 06/2017
  William Rainey Harper College
  Palatine, IL
• 02/2022 → 06/2025
  Lpl
  Plymouth, MN
• 02/2022 → Present
  Wealth Enhancement Advisory Services
  Plymouth, MN
• 02/2022 → Present
  Wealth Enhancement Group
  Plymouth, MN
• 02/2022 → Present
  Wealth Enhancement Brokerage Services
  Plymouth, MN

Previous Registrations

• 2019-11-04 → 2022-02-10
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

WEAL TH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - Start Date - 02/14/2022 - 160 Hours Per Month - I provide administrative support to WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 03/2022 expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-04

Designations

• Certified Financial Planner