Capitol Securities Management
47yrs
Top advisor by experience in Tampa
7yrs
Joseph Samuelson
Financial advisor at Wealth Enhancement Advisory Services
Joseph Samuelson has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Tampa, Florida. After two years at Integra Capital Advisors, Joseph joined Wealth Enhancement Advisory Services in 2022, 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 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeTampa, FL
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 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2019 – 2022Integra Capital AdvisorsPreviously
Contact Joseph
(763) 417-1700Firm headquarters in Plymouth, MN. Ask for Joseph. Tampa, FLOffice · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joseph
Tailored to Joseph’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 Joseph
How do I contact Joseph?
Call Wealth Enhancement Advisory Services at (763) 417-1700 and ask for Joseph Samuelson. Joseph works from the Tampa, FL office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Joseph hold?
Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph 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 Joseph 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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