Invested Better
Unclaimed

Unclaimed

Unclaimed

Michele Lee Newhouse

Wealth Enhancement Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michele? Claim Your Profile

About Michele Lee Newhouse

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.

Firm Information

Michele Newhouse 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Fees received from third party investment advisors

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michele Newhouse’s Registration & Firm History

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)

Not sure if Michele Lee Newhouse is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Lee Newhouse.
Not sure if Michele Lee Newhouse is right for you?