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Michael James Dematteo

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Fishkill, NY

CRD 7302081

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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
TX RA APPROVED_RES 2024-11-18
NY RA APPROVED 2021-07-14
  • TX RA
    APPROVED_RES
    Since 2024-11-18
  • NY RA
    APPROVED
    Since 2021-07-14

Branch Locations

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

1 Summit Ct Suite 203, Fishkill, NY 12524 • 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
Wealth Enhancement Group Plymouth MN 11/2020 Present
Wealth Enhancement Advisory Services Plymouth MN 11/2020 Present
10-15 Associates Goshen NY 05/2014 11/2020
  • 11/2020 → Present
    Wealth Enhancement Group
    Plymouth, MN
  • 11/2020 → Present
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 05/2014 → 11/2020
    10-15 Associates
    Goshen, NY

View on SEC IAPD

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