Michael
Sadoff

Wealth Enhancement Advisory Services, LLC

CRD#4541911
Investment Advisor
in Milwaukee, WI

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About this Advisor

Michael Sadoff is a financial advisor working out of Milwaukee, Wisconsin who has 1 year of relevant experience. Sadoff is currently employed by Wealth Enhancement Advisory Services, LLC. Their career trajectory has included roles at Sadoff Investment Management / Ronald Sadoff'S Major Trends, Wealth Enhancement Advisory Services and Wealth Enhancement Group. Sadoff maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Illinois, Louisiana, Texas and Wisconsin. Wealth Enhancement Advisory Services, LLC is a registered investment firm that has its headquarters in Minneapolis, MN. It oversees $56 billion in total assets across its 128,050 accounts, making it one of the biggest firms in the nation by assets under management. Of its 128,050 customer accounts, 27% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees are based on which service is provided. Fee types billed by Wealth Enhancement Advisory Services, LLC can consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

250 W Coventry Ct Suite 109
Milwaukee, WI 53217

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Wealth Enhancement Advisory Services, LLC Brokerage Details

Total Assets Under Management

$56,392,714,492

WI Average: $5,289,111,388
Total Number of Accounts

128,050

WI Average: 8,262
Average Account Size

$440,396

WI Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Sadoff Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealth Enhancement Advisory Services

2022 - Present (2 years)

Wealth Enhancement Group

2000 - 2022 (22 years)

Sadoff Investment Management / Ronald Sadoff'S Major Trends

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Sadoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealth Enhancement Advisory Services, LLC

Chloe Briel
Minneapolis, MN
Charles Campbell
Minneapolis, MN
Angela Breitsprecher
Minneapolis, MN
Katy Chase
Minneapolis, MN
Kevin Saylor
Alpharetta, GA
William Buhr
Itasca, IL
Emily Reidenouer
Charlotte, NC
Gideon Hicks
Green Bay, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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