MF
CFP
MF
CFP

Michael Fitzgerald

23 Years of Experience
Plymouth, MN
BrokerSells Insurance

Michael Fitzgerald is a CFP-designated registered investment advisor, based in Plymouth, MN, with 23 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is involved in several business activities, including Fitzgerald Investments LLC and MJF Ventures, Inc, primarily for tax/investment purposes, requiring minimal time. He also operates as an insurance agent selling group insurance benefits and dedicates full-time hours to providing investment advisory services through Wealth Enhancement Advisory Services LLC.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLC
July 2021 - Present · 5 yrs
Wealth Enhancement Brokerage Services, LLCBroker
July 2021 - Present · 5 yrs
Wealth Enhancement Advisory Services, LLC
July 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLCBroker
July 2021 - December 2024 · 3 yrs 5 mos
Equitable Advisors, LLC
September 2002 - July 2021 · 18 yrs 10 mos
Equitable Advisors, LLCBroker
August 2002 - July 2021 · 18 yrs 11 mos
State Registrations2 states
LATX
AdvisorBrokerBoth

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.