Michael Lawrence
Financial advisor at Wealth Enhancement Advisory Services
At a glance
Services through Wealth Enhancement Advisory Services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2023 – 2025Wealthspire AdvisorsPreviously
- 2020 – 2022Heritage Wealth Management, LLCPreviously
- Jul 2020 – Aug 2020Eagle Strategies LLCPreviously
- Aug 2017 – Jul 2019Signature Investment Advisors, LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Michael
How do I contact Michael?
Call Wealth Enhancement Advisory Services at 763-417-1700 and ask for Michael Lawrence. Michael works from the Plymouth, MN office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.