Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
27yrs
Patrick Ray
Financial advisor at Wealth Enhancement Advisory Services
Patrick Ray has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Plymouth, Minnesota. After 14 years at The Retirement Group and three years at Butler Associates Financial Planners, Patrick joined Wealth Enhancement Advisory Services in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Wealth Enhancement Advisory Services reports being 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 21% 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 ?2 states
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
- 2024 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2010 – 2024The Retirement Group, LLCPreviously
- 2006 – 2008The Retirement GroupPreviously
- 2003 – 2006Butler Associates Financial Planners, Inc.Previously
- Aug 2001 – Apr 2003Signator Investors, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Wealth Enhancement Advisory Services at 763-417-1700 and ask for Patrick Ray. Patrick works from the Plymouth, MN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1999, about 27 years. Top 21% by experience in Minnesota.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick 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 Patrick 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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