Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
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)
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
Active
Inactive
F
FINRA
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