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Michael Lawson Welch

Wealth Enhancement Advisory Services, LLC

Oakland, CA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-09
  • CA RA
    APPROVED
    Since 2023-01-09

Branch Locations

1999 Harrison St Suite 1530, Oakland, CA 94612 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
Btr Capital Management Oakland CA 08/2021 11/2022
The Van Allen Group Peachtree City GA 05/2019 07/2021
True Aero Sebastian FL 11/2018 05/2019
Air Lease Corporation Los Angeles CA 06/2017 11/2018
Fly Glo New Orleans LA 08/2015 01/2017
Student Daytona Beach FL 02/2017 05/2017
Wealth Enhancement Group Oakland CA 11/2022 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-07
  • S65 Uniform Investment Adviser Law Examination
    2023-01-07

View on SEC IAPD

Other Firms

INFINITY FINANCIAL SERVICES ADVISORY
CETERA INVESTMENT ADVISERS LLC
HOODOO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
FM CAPITAL GROUP
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC
FINANCIAL AVENGERS, INC.

Other Investors

GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito
Daire Peter Heneghan
Roscoe Herman Harris
AARON KURT PHILLIPS
WILLIAM STUART MONSTED
Randall w Silvey

Other Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAKLAND, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Oakland, CA
FM CAPITAL GROUP · OAKLAND, CA
FULL SPECTRUM CAPITAL MANAGEMENT COMPANY, LLC · OAKLAND, CA
FINANCIAL AVENGERS, INC. · OAKLAND, CA

More in Oakland, CA

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