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They include 53,562 other individuals, 27,424 high-net-worth individuals and 1,201 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Enhancement Advisory Services offer?","answer":"Wealth Enhancement Advisory Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wealth Enhancement Advisory Services use?","answer":"Wealth Enhancement Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $70,410,373,621 and Fidelity (national Financial Services, LLC) (Boston, MA), with $28,911,455,945. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Enhancement Advisory Services have?","answer":"Wealth Enhancement Advisory Services has 850 investment adviser representatives registered with state securities authorities, out of 1,700 employees, and 850 perform investment advisory functions. 475 are registered representatives of a broker-dealer and 500 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Enhancement Advisory Services invest in?","answer":"At the end of its last fiscal year, Wealth Enhancement Advisory Services’ separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 6% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds, 2% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% subaccounts and principal paydowns. 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