Michael Thomas Clatterbuck
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
22 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$122.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Wealth Enhancement Advisory Services, LLCSep 2024 to now
- Wealth Enhancement Brokerage ServicesSep 2024 to now
- Wealth Enhancement GroupSep 2024 to now
- Levy Wealth Management Group, LLCMar 2012 to Aug 2024
- LPL FinancialMay 2004 to Jun 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Wealth Enhancement Advisory Services, LLC
$122.2BAssets managed
85,001Clients
1,002Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3109680
- Firm CRD
- 116407