Michelle Erin Brownstein

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

• 11/2017 → 06/2023
  Personal Capital Advisors Corporation
  San Francisco, CA
• 07/2016 → 11/2017
  Personal Capital Advisors Corporation
  San Francisco, CA
• 04/2023 → 06/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 07/2023 → Present
  Wealth Enhancement Advisory Services
  San Mateo, CA
• 07/2023 → Present
  Wealth Enhancement Group
  San Mateo, CA

Previous Registrations

• 2023-04-03 → 2023-07-09
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2012-01-03 → 2023-04-03
  Personal Capital Advisors Corporation
  Greenwood Village, CO
• 2009-03-03 → 2011-11-30
  Fisher Investments
  San Mateo, CA
  Plano, TX

Other Businesses

1. Owner of rental property - San Francisco, CA, 94115 - Start date 09/2017 - 1-2 hours spent per month with 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-02

Designations

• Certified Financial Planner

Other Names

• Michelle Erin Brownstein
• Michelle Brownstein