Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
10yrs
Danielle Schultz
Financial advisor at Wealth Enhancement Advisory Services
Danielle Schultz is a fiduciary financial advisor in Plymouth, Minnesota, with 10 years in the industry. After less than a year at LPL Financial, Danielle joined Wealth Enhancement Advisory Services in 2016, 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
Experience10 years (since 2016)
How that compares ?10 years in the industry
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 66Uniform Combined State Law Examination
Career
- 2016 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- Oct 2016 – Oct 2016LPL Financial LLCPreviously
Contact Danielle
(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 Danielle
Tailored to Danielle’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 Danielle
How do I contact Danielle?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Danielle Schultz. Danielle works from the Plymouth, MN office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle 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 Danielle 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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