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Shelley N

Series 63, Series 65

Saginaw, MI

Wealth Enhancement Advisory Services, LLC

Shelley Norris is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has previously worked at LM Kohn, Bank of America, and Merrill. Norris serves as a board trustee for SVRC Industries, an organization that employs and supports individuals with disabilities. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Wendy S

Series 66

Saginaw, MI

Wealth Enhancement Advisory Services, LLC

Wendy Shannon is a financial advisor with Wealth Enhancement Advisory Services, LLC in Saginaw, MI, holding a Series 66 designation with 10 years of industry experience. Her prior experience includes roles at L.M. Kohn & Company and Edward Jones. Outside of advising, she owns Michigan Patchwork Studio, which sells sewn crafts and quilts, and participates seasonally as an ornament personalizer at Bronner’s Christmas Wonderland. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers and provides multiple program options supported by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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