Peter Hoglund, CFP®, AIF®, Senior Vice President, and Financial Advisor at Wealth Enhancement has been recognized by AdvisorHub in the 2024 ranking of Advisors to Watch in the “200 RIAs to Watch” category. Peter is ranked #65 on the list.*
These 200 advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
Peter has more than 15 years of experience in the financial services industry, specializing in working with physicians and medical practices on their unique needs in the changing medical landscape. He also enjoys helping busy professionals in establishing their planning strategies, families saving towards education and retirement goals and individuals managing risk and expenses during retirement.
*Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022.
About the Research Process
AdvisorHub received nominations from 339 firms. Nominees were required to have a minimum of seven years of experience, at least $150 million in assets under management, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation.
About AdvisorHub
AdvisorHub aims to be the financial advisors’ advocate and voice, by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum to share best practices and growth strategies. AdvisorHub expands upon traditional trade industry coverage.
In addition to investigative journalism and sophisticated commentary on the wealth management industry, they provide recruiting deals and compensation information crucial to advisors’ business and careers.
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi™ processes that go far beyond the standard approach. We proudly provide tailored financial plans and investment management services to serve the unique needs of over 61,000 households from our 115 offices—and growing—nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
