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Michael James Streff

Wealth Enhancement Advisory Services, LLC

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About Michael James Streff

Michael Streff is a financial advisor who has been in the industry since 1998. Michael is currently registered with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group. Michael has been registered with Wealth Enhancement Advisory Services, LLC since 2024 and with Wealth Enhancement Group since 2024. Prior to that, Michael was registered with LPL Financial LLC, Householder Group Estate & Retirement Specialists, LLC, and National Planning Corporation. Michael has passed the Series 6, Series 7, Series 24, Series 63, Series 65 and Series 66 exams. Michael is licensed in 26 states and is a Registered Investment Advisor (RIA). Michael provides investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. Michael also provides financial planning, pension consulting, educational seminars, and selection of other advisers. Wealth Enhancement Advisory Services is separate from and independent of LPL Financial.

Firm Information

Michael Streff is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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Michael Streff’s Registration & Firm History

MN

11/01/2024 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

AZ

04/09/2007 - 08/06/2013

NATIONAL PLANNING CORPORATION (TUCSON AZ)

CO

01/05/2007 - 02/26/2007

KEY INVESTMENT SERVICES LLC (FORT COLLINS CO)

AZ

03/28/2006 - 12/07/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)

AZ

06/27/2001 - 03/23/2006

FINANCIAL NETWORK INVESTMENT CORPORATION (TUCSON AZ)

CA

03/06/1997 - 06/07/2000

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 06/28/2002

Series 66 - Uniform Combined State Law Examination

IA

Issued 03/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1998

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Streff.
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