Michael Corgiat (CRD# 1213019) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 40 years of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Old Monroe, MO | May 2024 - Current | < 1 |
| Wealth Enhancement Group | Old Monroe, MO | May 2024 - Current | < 1 |
| Wealth Enhancement Advisory Services | Old Monroe, MO | May 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Old Monroe, MO | Nov 2023 - Apr 2024 | < 1 |
| The Retirement Group, LLC | San Diego, CA | Jan 2018 - Apr 2024 | 6 |
| Keystone Financial Services, LLC | St Louis, MO | Dec 2003 - Apr 2024 | 20 |
| Fsc Securities Corporation | Ballwin, MO | May 2014 - Nov 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
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- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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- Educational seminars/workshops
- Other
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