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Michelle Castano Garcia

Wealth Enhancement Advisory Services, LLC

Lake Oswego, OR

Plymouth, MN

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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
OR RA APPROVED 2025-01-02
TX RA APPROVED 2025-01-02
  • OR RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2025-01-02

Branch Locations

5 Centerpointe Dr Suite 270, Lake Oswego, OR 97035 • 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
Northwest Investment Counselors, Llc Lake Oswego OR 11/2013 12/2024
Wealth Enhancement Advisory Services Lake Oswego OR 01/2025 Present
Wealth Enhancement Advisory Services Lake Oswego OR 01/2025 Present
  • 11/2013 → 12/2024
    Northwest Investment Counselors, Llc
    Lake Oswego, OR
  • 01/2025 → Present
    Wealth Enhancement Advisory Services
    Lake Oswego, OR
  • 01/2025 → Present
    Wealth Enhancement Advisory Services
    Lake Oswego, OR
Previous Registrations
  • 2023-11-22 → 2025-01-13
    Northwest Investment Counselors
    Lake Oswego, OR
  • 2013-11-19 → 2023-11-20
    Northwest Investment Counselors
    Lake Oswego, OR
  • 2011-12-07 → 2013-11-05
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Portland, OR
    Portland, OR
    New York, NY
  • 2003-11-27 → 2004-12-01
    Northwest Investment Counselors
    Lake Oswego, OR
Other Businesses

RIVERDALE HIGH SCHOOL - PORTLAND, OR - ASSISTANT HIGH SCHOOL GIRL'S GOLF COACH - START DATE: 03/2025 - 60 HOURS/MONTH, 10 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-05
S65 Uniform Investment Adviser Law Examination 2003-11-26
  • S66 Uniform Combined State Law Examination
    2011-12-05
  • S65 Uniform Investment Adviser Law Examination
    2003-11-26
Other Names
  • Michelle Lynn Castano
  • Michelle Lynn Castano
  • Michelle Lynn Castano Garcia
  • Michelle Castano Garcia

View on SEC IAPD

Other Firms

PANORAMIC CAPITAL PARTNERS LLC
NORTHMARQ FUND MANAGEMENT, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
RBC CAPITAL MARKETS, LLC
CWM, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

More in Lake Oswego, OR

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