Michael Allen Sadoff

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:

Current Employers

Wealth Enhancement Advisory Services, Llc

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-10-03
LA	RA	APPROVED	2022-10-03
TX	RA	APPROVED	2022-10-03
WI	RA	APPROVED	2022-10-03

IL RA
APPROVED

Since 2022-10-03
LA RA
APPROVED

Since 2022-10-03
TX RA
APPROVED

Since 2022-10-03
WI RA
APPROVED

Since 2022-10-03

Branch Locations

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

8909 N Port Washington Rd Suite 206, Bayside, WI 53217 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sadoff Investment Management / Ronald Sadoff'S Major Trends	Milwaukee	WI	04/2000	09/2022
Wealth Enhancement Advisory Services	Milwaukee	WI	10/2022	Present
Wealth Enhancement Group	Milwaukee	WI	10/2022	Present

04/2000 → 09/2022

Sadoff Investment Management / Ronald Sadoff'S Major Trends

Milwaukee, WI
10/2022 → Present

Wealth Enhancement Advisory Services

Milwaukee, WI
10/2022 → Present

Wealth Enhancement Group

Milwaukee, WI

Previous Registrations

2002-09-17 → 2022-10-07

Sadoff Investment Management Llc

Milwaukee, WI

Other Businesses

1. MILWAUKEE JEWISH FOUNDATION - INVESTMENT RELATED - 1360 N. PROSPECT AVENUE, MILWAUKEE, WI 53202 - COMMITTEE MEMBER - STARTED 2008 - 1 HOUR/MONTH, 1 HOUR SPENT DUIRNG TRADING HOURS - INVESTMENT COMMITTEE. THEY HAVE A COMMUNITY FOUNDATION ACCOUNT COMPRISED OF DONOR ADVISED FUNDS. AN INVESTMENT CONSULTING FIRM OVERSEES THE FUNDS & COMMITTEEE MEMBERS OVERSEE THE CONSULTANT. 2. MILWAUKEE JEWISH FEDERATION - INVESTMENT RELATED - MILWAUKEE, WI - INVESTEMENT COMMITTEE CHAIR - START DATE: 04/2025 - 2 HOURS PER MONTH, 1 HOUR SPENT DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-22

S65 Uniform Investment Adviser Law Examination

1999-12-22

View on SEC IAPD