Unclaimed
Michele Newhouse is a financial advisor with Wealth Enhancement Advisory Services, LLC. Michele has been in the financial services industry since December 17, 2001. Michele is registered with the state of Minnesota and has been registered with the state of Minnesota since January 15, 2014, and has been registered as an Investment Advisor Representative since January 15, 2014. Michele has been registered with the state of Arizona since July 16, 2007, the state of Arkansas since April 29, 2015, the state of California since January 2, 2018, the state of Colorado since April 29, 2015, the state of Florida since May 7, 2008, the state of Illinois since July 23, 2020, the state of Indiana since February 2, 2022, the state of Iowa since January 13, 2009, the state of Michigan since November 6, 2020, the state of North Carolina since September 12, 2019, the state of Texas since August 31, 2020, and the state of Wisconsin since January 6, 2009. Michele has passed the Series 7, Series 66, and SIE exams. Michele has experience with clients including individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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
01/15/2014 - Present
Wealth Enhancement Advisory Services, LLC (ARDEN HILLS MN)
MN
12/21/2001 - 02/09/2007
SII INVESTMENTS, INC. (WAYZATA MN)
GA
12/18/2001 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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