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Wealth Enhancement Group

Wealth Enhancement Group
1997 FOUNDED
PRIVATE STATUS
201-300 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE (Announced)
5 FINANCING ROUNDS
13 INVESTMENTS
Description

Provider of financial planning and advisory services. The company provides comprehensive, independent financial planning, investment management, tax strategies, insurance and estate planning services to mass affluent clients who are approaching retirement age. It also advises clients by providing them with comprehensive expertise and resources that are typically only available to large institutions and high net worth investors.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 505 North Highway 169
  • Suite 900
  • Plymouth, MN 55441
  • United States

+1 (763) 000-0000

Wealth Enhancement Group Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Wealth Enhancement Group Investments (13)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 000000000 25-Jul-2019 0000000000 Other Financial Services 0000 00000
00000000 00000000 18-Jul-2019 0000000000 Asset Management 0000 00000
00000 00000 05-Apr-2019 0000000000 Other Financial Services 0000 00000
000000 00000000 00 23-Jan-2019 0000000000 Other Financial Services 0000 00000
GDM Advisory Group 23-Oct-2018 Buyout/LBO Asset Management 0000 00000
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Wealth Enhancement Group Subsidiaries (2)

Company Name Industry Location Founded
Planning Solutions Group Other Financial Services Fulton, MD 2001
000 0000000000 000 Asset Management Orange Park, FL
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Wealth Enhancement Group Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Wealth Enhancement Group Executive Team (12)

Name Title Board
Seat
Contact
Info
Jeff Dekko Chief Executive Officer
Kelly Windorski Chief Financial Officer & Executive Vice President
Ken Severud Chief Operating Officer & Senior Vice President
Mike Stefano Chief Compliance Officer & Vice President
Rick Shideman Chief Information Officer

4 Former Executives

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