Michael Scroggins (CRD# 3121414) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in New Lenox, IL and has over 25 years of experience in the finance industry. Michael Scroggins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Naples, FL | Oct 2022 - Current | 1 |
| Wealth Enhancement Advisory Services | Naples, FL | Oct 2022 - Current | 1 |
| Wealth Enhancement Brokerage Services | Naples, FL | Oct 2022 - Current | 1 |
| Lpl Financial LLC | Naples, FL | Sep 2022 - Current | 1 |
| Scroggins Wealth Management | Fort Myers, FL | Dec 2017 - Sep 2022 | 4 |
| Fitness & Nutritional Consulting | Fort Myers, FL | Sep 2017 - Sep 2022 | 5 |
| Personal Rental Activity | Fort Meyers, FL | Sep 2017 - Sep 2022 | 5 |
| Scroggins Wealth Management, Inc. | Fort Myers, FL | Jan 2013 - Sep 2022 | 9 |
| Raymond James Financial Services Advisors, Inc. | Fort Myers, FL | Jan 2009 - Sep 2022 | 13 |
| Scroggins Financial Services | Lenox, IL | Jan 2008 - Sep 2022 | 14 |
| Hart Associates, LLC | Joliet, IL | Oct 2007 - Sep 2022 | 14 |
| Raymond James Financial Services | Fort Myers, FL | Apr 2003 - Sep 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 1998 |
- FL
- IL
- TX
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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