MV
CFP
MV
CFP

Michael Vanhimbergen

22 Years of Experience
Cleveland, OH

Michael Vanhimbergen is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Cleveland, OH, with 22 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 70,834 clients with $95B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
924 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

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.

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Location

6685 Beta Dr, Suite D, Cleveland, OH, 44143

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Previous Registrations
Marcum Wealth, LLC
February 2020 - May 2025 · 5 yrs 3 mos
Valmark Securities, INC.Broker
January 2020 - February 2020 · 1 mo
Investment Advisors
April 2007 - January 2020 · 12 yrs 9 mos
Proequities, INC.Broker
January 2007 - January 2020 · 13 yrs
Ameriprise Financial Services, INC.
October 2003 - November 2006 · 3 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2003 - November 2006 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
October 2003 - July 2006 · 2 yrs 9 mos
Mcdonald Investments INC.Broker
January 2003 - April 2003 · 3 mos
State Registrations2 states
OHTX
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.