Michael Thomas Clatterbuck

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 06/2025
  Lpl Financial
  Philadelphia, PA
• 03/2012 → 08/2024
  Levy Wealth Management Group, Llc
  Philadelphia, PA
• 09/2024 → Present
  Wealth Enhancement Advisory Services
  Philadelphia, PA
• 09/2024 → Present
  Wealth Enhancement Group
  Philadelphia, PA
• 09/2024 → Present
  Wealth Enhancement Brokerage Services
  Philadelphia, PA

Previous Registrations

• 2014-10-09 → 2025-02-10
  Lpl Financial Llc
  Philadelphia, PA
  Philadelphia, PA
  Conshohocken, PA
  Conshohocken, PA
• 2020-01-03 → 2024-12-06
  Levy Wealth Management Group
  Philadelphia, PA

Other Businesses

1. 1/3/2020 - LWMG Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/05/2019 - Time Spent 50%. 2. 09/10/2024 - Wealth Enhancement Advisory Services - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 160 Hours Per Month/ 120 Hours During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. 3. 11/06/2024 - Wealth Enhancement Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 5 Hours Per Month/ During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-04-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michael T Clatterbuck