TrueAdvisor
TrueAdvisor
MW
CFP
MW
CFP

Michael Weinand

Wealth Enhancement Advisory Services, LLC
33 Years of Experience
Lacey, WA
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Michael Weinand is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Lacey, WA, with 33 years of industry experience. Michael 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 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1009 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

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.

View Full SEC Brochure

Location

8120 Freedom Ln Ne, Suite 101, Lacey, WA, 98516

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2019
Denied
Customer Dispute
March 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a notary and manages multiple real estate rental properties. He is also an independent insurance agent selling non-variable insurance products, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
August 2026 - Present · 2 mos
Weinand Financial, INC.
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
LPL Financial LLCBroker
September 2020 - December 2023 · 3 yrs 3 mos
LPL Financial LLC
September 2020 - December 2023 · 3 yrs 3 mos
Kms Financial Services, INC
November 1998 - September 2020 · 21 yrs 10 mos
Kms Financial Services, INC.Broker
June 1998 - September 2020 · 22 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
February 1993 - June 1998 · 5 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
February 1993 - June 1998 · 5 yrs 4 mos
State Registrations2 states
TXWA
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Lacey, WA →All financial advisors in Washington →