Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
32yrs
Scott Lord
Financial advisor at Wealth Enhancement Advisory Services
Based in Plymouth, Minnesota, Scott Lord is a fiduciary financial advisor with 32 years of industry experience. Scott has been with Wealth Enhancement Advisory Services since 2026; before that, Scott spent nine years at Wealthshield Partners and six years at Principal Securities. Scott holds the CFP® designation.
One of 755 advisors with offices in Plymouth, and one of 641 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience in Minnesota
Office505 N Highway 169 Suite 900, Plymouth, MN 55441
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2017 – 2026Wealthshield Partners, LLCPreviously
- 2011 – 2017Principal Securities, Inc.Previously
- Sep 2009 – Dec 2010New England SecuritiesPreviously
Contact Scott
(763) 417-1700Wealth Enhancement Advisory Services main office 505 N Highway 169 Suite 900Plymouth, MN 55441Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Scott Lord. Scott works from the Plymouth, MN office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1994, about 32 years. Top 12% by experience in Minnesota.
What licenses does Scott hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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