Role at Wealth Enhancement Advisory Services
- Title on Schedule A
- Chief New Client Development Officer
- Control
- Michelle Brownstein is a control person of Wealth Enhancement Advisory Services.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Michelle Brownstein has held the filed role since March 2025.
The firm
Form ADV filed 20 August 2026
Career on record
Michelle Brownstein has been registered through Wealth Enhancement Advisory Services since July 2023, and before that through Personal Capital Advisors Corporation and Fisher Investments.
- – present · 3 yearsSan Mateo, CA · Adviser representative · Firm CRD 116407
- Empower Advisory Group, LLC– · under a yearGreenwood Village, CO · Adviser representative · Firm CRD 112058
- Personal Capital Advisors Corporation– · 11 yearsGreenwood Village, CO · Adviser representative · Firm CRD 155172
- Fisher Investments– · 3 yearsSan Mateo, CA · Adviser representative · Firm CRD 107342
- Passed Series 65 · 2009
Registrations and exams
Michelle Brownstein has a current investment-adviser registration in California and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| California | Investment adviser representative | Approved | 7 July 2023 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2009 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Michelle Erin Brownstein
- CRD
- 5621809
- Registration status
- Investment adviser registration
- Office
- San Mateo, CA
- Firm bio
- wealthenhancement.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Wealth Enhancement lists Michelle Brownstein as chief new client development officer. Official Wealth Enhancement leadership page
Common questions
Where does Michelle Brownstein work?
Michelle Brownstein has been Chief New Client Development Officer of Wealth Enhancement Advisory Services, LLC since March 2025, and is a control person of the firm.
Is Michelle Brownstein a financial advisor?
Yes. Michelle Brownstein has a current investment-adviser registration in California, through Wealth Enhancement Advisory Services since July 2023, as of 18 October 2026.
How many years of experience does Michelle Brownstein have?
Michelle Brownstein has worked in the financial industry for 17 years as of 18 October 2026, counted from 4 April 2009, across 4 adviser firms.
What exams has Michelle Brownstein passed?
Michelle Brownstein passed the Series 65 in March 2009.
Where did Michelle Brownstein work before Wealth Enhancement Advisory Services?
Before Wealth Enhancement Advisory Services, Michelle Brownstein was registered through Personal Capital Advisors Corporation, January 2012 to April 2023; Fisher Investments, March 2009 to November 2011.
Where is Michelle Brownstein based?
Michelle Brownstein’s registered office is in San Mateo, CA.
Leadership at Wealth Enhancement Advisory Services
- Jeffrey DekkoChief Manager and President
- Kelly WindorskiChief Financial Officer and Treasurer
- Joseph DieckhausChief Compliance Officer
- Jonathan ButtersChief Business Development Officer
- James CahnChair of the Investment Committee and Chief Strategy Officer
- Aisling Carroll-TransomChief Partner Programs Officer
- Victoria DenaroAssistant Secretary
- William RiceSecretary
- Frederick ShidemanChief Platform Officer and Chief Information Security Officer
- Daniel StampfChief Product Officer
- Brian VnakChief Advisory Officer
- Eric WeissChief Growth Officer