Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
27yrs
Benjamin Wada
Financial advisor at Wealth Enhancement Advisory Services
Benjamin Wada has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Plymouth, Minnesota. After eight years at Householder Group Estate & Retirement Specialists and two years at LPL Financial, Benjamin joined Wealth Enhancement Advisory Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 755 advisors with offices in Plymouth, and one of 641 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in Plymouth
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2017 – 2024Householder Group Estate & Retirement SpecialistsPreviously
- Aug 2013 – Apr 2015LPL Financial LLCPreviously
- 2009 – 2013Ameriprise Financial Services, LLCPreviously
Contact Benjamin
(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 Benjamin
Tailored to Benjamin’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 Benjamin
How do I contact Benjamin?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Benjamin Wada. Benjamin works from the Plymouth, MN office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 1999, about 27 years. Top 23% by experience in Plymouth.
What licenses does Benjamin hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin 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 Benjamin 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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