Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
24yrs
Patrick Doherty
Full name on record: Patrick Michael Doherty
Financial advisor at Wealth Enhancement Advisory Services
Based in Plymouth, Minnesota, Patrick Doherty is a fiduciary financial advisor with 24 years of industry experience. Patrick has been with Wealth Enhancement Advisory Services since 2021; before that, Patrick spent 13 years at Reby Advisors and three years at TD Wealth Management Services. Patrick’s designations include CFP® and ChFC.
One of 755 advisors with offices in Plymouth, and one of 641 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% 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.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2008 – 2021Reby Advisors, LLCPreviously
- 2004 – 2006TD Wealth Management Services Inc.Previously
Contact Patrick
(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 Patrick
Tailored to Patrick’s registration and firm.
- 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 Doherty. Patrick works from the Plymouth, MN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2002, about 24 years. More experience than 70% of advisors in Minnesota.
What licenses does Patrick hold?
Series 66. 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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