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Advisors / Minnesota / Plymouth
9yrs

Michael Lawrence

Financial advisor at Wealth Enhancement Advisory Services

Plymouth, MN 55441CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office505 N Highway 169 Suite 900, Plymouth, MN 55441
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state

Services through Wealth Enhancement Advisory Services

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. Sep 2025 – now
    Wealth Enhancement Advisory Services, LLCCurrent firm
  2. 2023 – 2025
    Wealthspire AdvisorsPreviously
  3. 2020 – 2022
    Heritage Wealth Management, LLCPreviously
  4. Jul 2020 – Aug 2020
    Eagle Strategies LLCPreviously
  5. Aug 2017 – Jul 2019
    Signature Investment Advisors, LLCPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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