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Michael Richard Turi

Wealth Enhancement Advisory Services, LLC

Plymouth, MN

Fishkill, NY

Goshen, NY

CRD 7303727

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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
NY RA APPROVED 2021-05-09
  • NY RA
    APPROVED
    Since 2021-05-09

Branch Locations

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

1 Summit Ct Suite 203, Fishkill, NY 12524 • United States

9 Coates Dr Suite 3, Goshen, NY 10924 • 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 Goshen NY 11/2020 Present
10-15 Associates Goshen NY 04/2018 10/2020
Unum New York NY 05/2016 04/2018
Wealth Enhancement Advisory Services Goshen NY 04/2021 Present
  • 11/2020 → Present
    Wealth Enhancement Group
    Goshen, NY
  • 04/2018 → 10/2020
    10-15 Associates
    Goshen, NY
  • 05/2016 → 04/2018
    Unum
    New York, NY
  • 04/2021 → Present
    Wealth Enhancement Advisory Services
    Goshen, NY
Other Businesses

DBA Wealth Enhancement Group

Designations
  • Certified Financial Planner

View on SEC IAPD

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