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Michael Thomas Mckeown

Wealth Enhancement Advisory Services, LLC

Cleveland, OH

Plymouth, MN

CRD 4807983

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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

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-16
  • OH RA
    APPROVED
    Since 2025-05-16

Branch Locations

6685 Beta Dr Suite D, Cleveland, OH 44143 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
OrganizationCityStateFromTo
Aurum Wealth Management Group Llc Mayfield Village OH 12/2006 05/2025
Wealth Enhancement Group Mayfield Village OH 05/2025 Present
Wealth Enhancement Advisory Services Mayfield Village OH 05/2025 Present
  • 12/2006 → 05/2025
    Aurum Wealth Management Group Llc
    Mayfield Village, OH
  • 05/2025 → Present
    Wealth Enhancement Group
    Mayfield Village, OH
  • 05/2025 → Present
    Wealth Enhancement Advisory Services
    Mayfield Village, OH
Previous Registrations
  • 2006-12-18 → 2025-05-19
    Marcum Wealth, Llc
    Cleveland, OH
    Mayfield Village, OH
    Cleveland, OH
  • 2005-10-18 → 2006-09-08
    Morgan Stanley Dw Inc.
    Cleveland, OH
    Cleveland, OH
Other Businesses

BAILE LANDING LLC - SOLON, OH - RENTAL PROPERTY - 2.5 HOURS PER MONTH, .5 HOURS DURING TRADING HOURS SONA LANDING LLC - SOLON, OH - RENTAL PROPERTY - 2.5 HOURS PER MONTH, .5 HOURS DURING TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-14
  • S66 Uniform Combined State Law Examination
    2005-10-14
Designations
  • Chartered Financial Analyst
Other Names
  • Michael T Mckeown

View on SEC IAPD

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