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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-03
TX RA APPROVED 2024-09-03
  • PA RA
    APPROVED
    Since 2024-09-03
  • TX RA
    APPROVED
    Since 2024-09-03

Branch Locations

1818 Market St Suite 3232, Philadelphia, PA 19103 • United States

Conshohocken, PA • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Philadelphia PA 05/2004 06/2025
Levy Wealth Management Group, Llc Philadelphia PA 03/2012 08/2024
Wealth Enhancement Advisory Services Philadelphia PA 09/2024 Present
Wealth Enhancement Group Philadelphia PA 09/2024 Present
Wealth Enhancement Brokerage Services Philadelphia PA 09/2024 Present
  • 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
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-03
  • S63 Uniform Securities Agent State Law Examination
    2000-04-03
Designations
Other Names
  • Michael T Clatterbuck

View on SEC IAPD

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