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Advisors / Minnesota / Plymouth
17yrs

Tami Heuring

Financial advisor at Wealth Enhancement Advisory Services

Tami Heuring has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Plymouth, Minnesota. After two years at Counsel Wealth Management, Tami joined Wealth Enhancement Advisory Services in 2017, 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.

Plymouth, MN 55441Fiduciary advisor
Call the officeDirections

At a glance

Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors 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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2026 – now
  2. 2017 – now
  3. Oct 2014 – May 2016
    Counsel Wealth Management, Inc.Previously

Questions to ask Tami

Tailored to Tami’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Tami

How do I contact Tami?

Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Tami Heuring. Tami works from the Plymouth, MN office.

How long has Tami been a financial advisor?

Tami has been in the industry since 2009, about 17 years. More experience than 55% of advisors in Minnesota.

What licenses does Tami hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Tami a fiduciary?

Tami is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Tami 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 Tami 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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