Michele Lee Newhouse

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

• 02/2000 → Present
  Wealth Enhancement Group, Llc
  Wayzata, MN
• 02/2007 → 06/2025
  Lpl Financial Llc
  Wayzata, MN
• 02/2007 → Present
  Wealth Enhancement Brokerage Services, Llc
  Wayzata, MN
• 12/2001 → Present
  Wealth Enhancement Advisory Services, Llc
  Wayzata, MN

Other Businesses

1. 02/01/2007 - WEALTH ENHANCEMENT GROUP, LLC - INV REL - NON-VARIABLE INSURANCE - 10% TIME SPENT - AGENT SELLING TRADITIONAL INSURANCE, FIXED ANNUITIES, DISABILITY, AND LTC 2. 12/27/2007 - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - INV REL - REGISTERED INVESTMENT ADVISOR - PROVIDES FINANCIAL PLANNING FOR HOURLY AND FIXED FEES. 3. 11/21/2013 - NO BUSINESS NAME - NOTARY - 1% TIME SPENT - NOTARY PUBLIC COMMISSION TO BE USED IN THE CAPACITY OF DOING BUSINESS. 4. 09/01/2015 - ELITE ACQUISITIONS, LLC - INV REL - 3900 NORTHWOODS DR STE 340 ARDEN HILLS, MN 55112 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 05/20/2015 - NO TIME SPENT - ELITE ACQUISITIONS 5/20/2015 BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-10

Other Names

• Michele Lee Marjama
• Michele Lee Toll