Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group currently has over 10,000 households that entrust them with $4.7 billion in assets as of 3/31/15. Wealth Enhancement Group specializes in providing retail mass affluent and affluent clients with the comprehensive expertise and resources that are typically available only to large institutional investors and the ultra-wealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 13 offices throughout Minnesota, Iowa and Illinois.Founded in 1990, Wealth Enhancement Group is an established company that loves to hire graduates from Saint Cloud State University, with 15.2% of its employees having attended Saint Cloud State University. Want to compare Wealth Enhancement Group to some other great places to work in Minnesota? We suggest taking a look at Zippia's list of Best Companies to Work For in Minnesota.Based in Minnesota, Wealth Enhancement Group is a medium-sized finance company with 587 employees and a revenue of $290,000.
Wealth Enhancement Group's mission statement
To help more people achieve their goals by creating a better approach to financial services that's centered completely on our clients.
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3.0/5
Wealth Enhancement Group employee reviews
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Employee reviews
3.0
A zippia user wrote a review on Oct 2025
How would you improve Wealth Enhancement Group's culture?
Removing the politics and favioritism. It's mostly owned by private capital and there's not a lot of long term vison
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The team at Wealth Enhancement Group
The founders of Wealth Enhancement Group is Bruce Helmer.
The key people at Wealth Enhancement Group are Jeff Dekko and Bruce Helmer.
Key people
Jeff Dekko
Bruce Helmer
Wealth Enhancement Group rankings
Wealth Enhancement Group is ranked #2 on the Best Finance companies to work for in Plymouth, MN list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.
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Wealth Enhancement Group diversity
6.4
Diversity score
We calculated Wealth Enhancement Group’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Wealth Enhancement Group’s workforce.
Wealth Enhancement Group diversity summary. Zippia estimates Wealth Enhancement Group's demographics and statistics using a database of 30 million profiles. Zippia verifies estimates with BLS, Census, and current job openings data for accuracy. We calculated Wealth Enhancement Group's diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Wealth Enhancement Group's workforce.
Wealth Enhancement Group has 587 employees.
62% of Wealth Enhancement Group employees are women, while 38% are men.
The most common ethnicity at Wealth Enhancement Group is White (78%).
7% of Wealth Enhancement Group employees are Asian.
6% of Wealth Enhancement Group employees are Black or African American.
The average employee at Wealth Enhancement Group makes $58,581 per year.
Employees at Wealth Enhancement Group stay with the company for 3.7 years on average.
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Wealth Enhancement Group financial performance
7.0
Performance score
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Wealth Enhancement Group FAQs
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Zippia gives an in-depth look into the details of Wealth Enhancement Group, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Wealth Enhancement Group. The employee data is based on information from people who have self-reported their past or current employments at Wealth Enhancement Group. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Wealth Enhancement Group. The data presented on this page does not represent the view of Wealth Enhancement Group and its employees or that of Zippia.
Wealth Enhancement Group may also be known as or be related to Wealth Enhancement Group and Wealth Enhancement Group, LLC.