Morgan Schleif
Morgan Schleif is a registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Arden Hills, MN, with 33 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
3900 Northwoods Dr, Suite 130, Arden Hills, MN, 55112
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Morgan is an agent selling traditional insurance, fixed annuities, disability, and long-term care insurance since 2007. Morgan also has several investment-related activities, including being a registered investment advisor and owning multiple real estate rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Sii Investments, INC.Broker
Fsc Securities CorporationBroker
Ffp Securities, INC.Broker
Pim Financial Services, INC.Broker
Workman Securities CorporationBroker
Mariner Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.