Wealth Enhancement Group

Wealth Enhancement Group Overview

Founded 1997
Founded
Status Private
Employees 250
Employees
Latest Deal Type Buyout/​LBO
Financing Rounds 6
Investments 16

Wealth Enhancement Group General Information

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.

Contact Information

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 Timeline

2017201820192020
Financing RoundCaptured Employee CountEstimated Employee Growth
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Wealth Enhancement Group Valuation & Funding

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

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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 & Chief Information Security Officer

4 Former Executives

Wealth Enhancement Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Wealth Enhancement Group Investments (16)

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Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000 00000000 21-Feb-2020 0000000000 Other Financial Services 0000 00000
000 0000000000 000 19-Dec-2019 0000000000 Other Financial Services 0000 00000
000 00000000 31-Oct-2019 0000000000 Asset Management 0000 00000
00000000 000000000 25-Jul-2019 0000000000 Other Financial Services 0000 00000
American Economic Planning Group 18-Jul-2019 Buyout/LBO Asset Management 0000 00000

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