Michael Allen
Investment adviser representative at Wealth Enhancement Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$122.2BFirm assets
24 yearsFirm in business
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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
11 years in the industry.
- Wealth Enhancement Advisory Services, LLCJun 2024 to now
- Wealth Enhancement Brokerage ServicesJun 2024 to now
- Wealth Enhancement GroupJun 2024 to now
- UnemployedOct 2023 to May 2024
- Prime Capital Investment Advisors, LLCJan 2023 to Sep 2023
- Private Client ServicesJan 2023 to Sep 2023
- Cetera Advisor NetworksJul 2019 to Jan 2023
- Cwm, LLCApr 2019 to Jan 2023
- First National Capital MarketsMar 2018 to Apr 2019
- First National Bank of OmahaSep 2017 to Apr 2019
- Bancwest Investment Services Inc.Dec 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 4774343
- Firm CRD
- 116407