Michael Lawson Welch

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

• 08/2021 → 11/2022
  Btr Capital Management
  Oakland, CA
• 05/2019 → 07/2021
  The Van Allen Group
  Peachtree City, GA
• 11/2018 → 05/2019
  True Aero
  Sebastian, FL
• 06/2017 → 11/2018
  Air Lease Corporation
  Los Angeles, CA
• 08/2015 → 01/2017
  Fly Glo
  New Orleans, LA
• 02/2017 → 05/2017
  Student
  Daytona Beach, FL
• 11/2022 → Present
  Wealth Enhancement Group
  Oakland, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-07