Michael Corgiat

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

• 12/2003 → 04/2024
  Keystone Financial Services, Llc
  St Louis, MO
• 05/2014 → 11/2023
  Fsc Securities Corporation
  Ballwin, MO
• 01/2018 → 04/2024
  The Retirement Group, Llc
  San Diego, CA
• 11/2023 → 04/2024
  Osaic Wealth, Inc.
  Old Monroe, MO
• 05/2024 → 06/2025
  Lpl Financial Llc
  Old Monroe, MO
• 05/2024 → Present
  Wealth Enhancement Group
  Old Monroe, MO
• 05/2024 → Present
  Wealth Enhancement Advisory Services
  Old Monroe, MO
• 05/2024 → Present
  Wealth Enhancement Brokerage Services
  Old Monroe, MO

Previous Registrations

• 2014-10-23 → 2024-06-07
  The Retirement Group, Llc
  St. Louis, MO
  San Diego, CA
• 2014-10-23 → 2017-12-31
  The Retirement Group, Llc
  Ellisville, MO
  San Diego, CA
• 2014-06-06 → 2014-10-27
  Fsc Securities Corporation
  Ellisville, MO
  Atlanta, GA
  St. Louis, MO
  Old Monroe, MO
  Old Monroe, MO
• 2013-09-03 → 2014-05-22
  Securities America Advisors, Inc.
  Saint Louis, MO
  Saint Louis, MO
• 2003-12-12 → 2012-06-14
  Securities America Advisors, Inc.
  St Louis, MO
• 1995-10-31 → 2003-12-12
  Veravest Investment Advisors, Inc.
  Creve Coeur, MO

Other Businesses

1- 05/23/2024 - WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 5/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, LLC an independent investment advisor firm. I started this business activity in 5/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. Wealth Enhancement Group - Non-Investment Related - Old Monroe, MO - Fixed Insurance - Rep - Start Date: 10/2025 - 2 Hours Spent Per Month, 2 Hours Spent During Trading Hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-31
• S63 Uniform Securities Agent State Law Examination
  1984-01-16

Designations

• Chartered Financial Consultant

Other Names

• Mike Corgiat
• Michael John Corgiat