Wealth Enhancement Advisory Services
46yrs
Top advisor by experience at Wealth Enhancement Advisory Services
8yrs
Devone McLeod
Full name on record: Devone Charles McLeod
Financial advisor at Wealth Enhancement Advisory Services
Based in Plymouth, Minnesota, Devone McLeod is a financial advisor with 8 years of industry experience. Devone joined Wealth Enhancement Advisory Services in 2021, after two years at Reby Advisors. Devone holds the CFP® designation.
At a glance
Experience8 years (since 2019)
How that compares ?8 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2019 – 2021Reby Advisors, LLCPreviously
Contact Devone
(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 Devone
Tailored to Devone’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 Devone
How do I contact Devone?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Devone McLeod. Devone works from the Plymouth, MN office.
How long has Devone been a financial advisor?
Devone has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Devone hold?
Series 63. Tap any license on this page to see what it allows.
Is Devone a fiduciary?
Devone is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Devone 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 Devone 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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