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MYRA JANE NATTER

MYRA J. NATTER

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CRD#: 1368735
MYRA JANE NATTER

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

MYRA JANE NATTER, CFP®, who also goes by Myra Jane Lieber, Myra Lieber, Myra J Natter, was a registered financial professional .

MYRA is a previously registered financial professional and started their career in finance in 1985. MYRA had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Biography

Myra Natter has been assisting clients pursue their financial goals since 1985. Originally from New York, she moved to California in 1991. Early in her career Myra recognized that each person’s relationship with money is unique, and to this day she strives to identify and respond to each client’s needs, risk tolerance and objectives. Myra joined Wealth Enhancement Group in 2022 through the Titus Wealth Management acquisition. With a focus on identifying investment opportunities for her clients, Myra’s efforts are research-oriented and combine fundamental as well as technical analysis. Myra has two sons. She has taught sailing and has two NYC Marathons under her belt. She enjoys intellectual pursuits, such as studying philosophy, and pottery writing. Myra spends outdoor time hiking the trails of Mt. Tam.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases

Myra Jane Lieber | Myra Lieber | Myra J Natter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 12/05/2022 - Wealth Enhancement Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Advisor - Start Date - 08/01/2022 - 120 Hours Per Month/4 Hours During Securities Trading 2. 12/8/2022 - Wealth enhancement advisory services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 08/01/2022 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services., an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1992

Experience

Past

September 23, 2022 - December 18, 2023

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
PLYMOUTH, MN
Past

August 3, 2022 - December 18, 2023

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
LARKSPUR, CA
Past

January 7, 2015 - September 2, 2022

TITUS WEALTH MANAGEMENT

RIA
CRD#: 136970
LARKSPUR, CA
Past

January 7, 2015 - January 31, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
LARKSPUR, CA
Past

April 8, 2008 - January 9, 2015

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
GREENBRAE, CA
Past

April 7, 2008 - January 9, 2015

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
GREENBRAE, CA
Past

July 8, 1997 - April 7, 2008

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA
CRD#: 104790
GREENBRAE, CA
Past

March 4, 1992 - April 7, 2008

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
GREENBRAE, CA
Past

May 23, 1985 - February 4, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/7/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/14/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/18/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/24/1992
General Securities Principal Examination

Current Firm

WE
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

CRD#: 130139 / SEC#: , 8-66305

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Phone number
(763) 417-1700
Established
Minnesota since 06/02/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
WEALTH ENHANCEMENT GROUP, LLCOWNER
CAHN, JAMES LORENVICE PRESIDENT6052512
CAIN, STEPHANIE MHEAD OF SUPERVISION4081085
CLARK, LISA LYNNOPERATIONS OFFICER2271616
DEKKO, JEFFREY THOMAS HAROLDVICE PRESIDENT4648018
DIECKHAUS, JOSEPH ALANCHIEF COMPLIANCE OFFICER5374613
FURCHT, ELIZABETH ANNSECRETARY5778785
WINDORSKI, KELLY JOSEPHCHIEF MANAGER AND CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, TREASURER, AND FINANCIAL OPERATIONS PRINCIPAL3211118

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Vice President, Financial AdvisorCRD#: 130139

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