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Morgan Elizabeth Dorsey

Morgan E. Dorsey

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CRD#: 6085852
Morgan Elizabeth Dorsey

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.

Morgan Elizabeth Dorsey, who also goes by Morgan Dorsey, Morgan Elizabeth Dorsey, Morgan Reece, was a registered financial professional .

Morgan is a previously registered financial professional and started their career in finance in 2012. Morgan had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Biography

Morgan serves as a primary financial planning liaison and works closely with the investment management team to develop client portfolio solutions. Prior to joining North American Management in 2019, she spent several years at TwinFocus Capital, where she worked as a member of the advisory team to implement integrated wealth management solutions for family office clients. Before that, she worked on the Client Service Team at Windhaven Investment Management, a division of Charles Schwab Investment Advisory, Inc. She started her career as a Registered Financial Professional Associate at Prudential Insurance. Morgan currently resides in the South End and loves trying new restaurants and exploring the area. Born and raised in Cleveland, she is an avid sports fan and enjoys playing tennis while away from the office.
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Morgan Dorsey | Morgan Elizabeth Dorsey | Morgan Reece

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.
Wealth Enhancement Group DBA

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®
None

Experience

Past

April 7, 2021 - May 13, 2025

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA
CRD#: 116407
BOSTON, MA
Past

February 11, 2020 - April 14, 2021

NORTH AMERICAN MANAGEMENT CORP

RIA
CRD#: 104825
BOSTON, MA
Past

March 20, 2017 - August 26, 2019

TWIN FOCUS CAPITAL PARTNERS, LLC

RIA
CRD#: 140522
BOSTON, MA
Past

October 8, 2012 - July 26, 2013

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
SOUTH WINDSOR, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WEALTH ENHANCEMENT | WEALTH ENHANCEMENT GROUP, LLC | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CRD#: 116407 / SEC#: 801-60749

RIA
Registered Investment Advisory firm - (12/21/2001 Approved)

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: 2/27/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/20/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/5/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

CRD#: 116407 / SEC#: 801-60749

RIA
Registered Investment Advisory firm - (12/21/2001 Approved)
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Contact information

Main Address
505 N Highway 169 Suite 900, Plymouth, MN 55441
Mailing Address
Phone number
(763) 417-1700
Established
Firm type
Fiscal year end
# of Employees
1,230

SEC notice filing (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEAS ADV PART 2A APPENDIX 1 (10/13/2025)
WEAS ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts186,400
AUM (Assets Under Management)$ 94,632,028,506

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/20/2024
Cover Page
Report
03/05/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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 ADVISORY SERVICES, LLC

Financial AdvisorCRD#: 116407

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