Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
17yrs
Gary Williamson
Full name on record: Gary Mark Williamson
Financial advisor at Wealth Enhancement Advisory Services
Based in Rochester, Minnesota, Gary Williamson is a fiduciary financial advisor with 17 years of industry experience. Gary joined Wealth Enhancement Advisory Services in 2014, after four years at Edward Jones. Wealth Enhancement Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 245 advisors with offices in Rochester, and one of 205 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors in Minnesota
Office975 34th Ave NW Suite 250, Rochester, MN 55901
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 66Uniform Combined State Law Examination
Career
- 2014 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2009 – 2013Edward JonesPreviously
Contact Gary
Local office(507) 289-3601Ask for Gary. (763) 417-1700Main office · Plymouth, MN 975 34th Ave NW Suite 250Rochester, MN 55901Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask Gary
Tailored to Gary’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 Gary
How do I contact Gary?
Call Gary’s local office at (507) 289-3601 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for Gary Williamson.
How long has Gary been a financial advisor?
Gary has been in the industry since 2009, about 17 years. More experience than 55% of advisors in Minnesota.
What licenses does Gary hold?
Series 66. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary 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 Gary 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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