Financial Enhancement Group

Financial Enhancement Group (CRD# 159017) is a financial advisory firm headquartered in Anderson, IN. They manage $354,363,005 in 2,056 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
429 E 14th Street, Anderson, IN 46016
http://yourlifeafterwork.com
By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    2,056
    ACCOUNTS
  • Average Account Value
    $172,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, MO, MT, NJ, OH, PA, SC, TN, TX, WA

Financial Advisors at Financial Enhancement Group
Showing 1 - 10 of 10 top financial advisors.
1
Dean Huddleston, financial advisor Anderson IN
Dean A. Huddleston
CRD#: 5576415
429 E 14th Street, Anderson, IN 46016
93
Wealthminder
score

Dean Huddleston (CRD# 5576415) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 9 years of experience in the finance industry.

2
Aaron Rheaume, financial advisor Anderson IN
Aaron S. Rheaume
CRD#: 5209906
429 E 14th Street, Anderson, IN 46016
93
Wealthminder
score

Aaron Rheaume (CRD# 5209906) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 11 years of experience in the finance industry.

3
Matthew Robertson, financial advisor Anderson IN
Matthew L. Robertson
CRD#: 4547257
429 E 14th Street, Anderson, IN 46016
93
Wealthminder
score

Matthew Robertson (CRD# 4547257) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 15 years of experience in the finance industry.

4
Grant Soliven, financial advisor Anderson IN
Grant G. Soliven
CRD#: 5671939
429 E 14th Street, Anderson, IN 46016
93
Wealthminder
score

Grant Soliven (CRD# 5671939) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 7 years of experience in the finance industry.

5
Debra Swick, financial advisor Anderson IN
Debra A. Swick
CRD#: 4594835
429 E 14th Street, Anderson, IN 46016
93
Wealthminder
score

Debra Swick (CRD# 4594835) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 6 years of experience in the finance industry.

6
Andrew Thrasher, financial advisor Anderson IN
Andrew W. Thrasher
CRD#: 5711919
429 E 14th Street, Anderson, IN 46016
93
Wealthminder
score

Andrew Thrasher (CRD# 5711919) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 8 years of experience in the finance industry.

7
Paul Karshner, financial advisor Anderson IN
Paul E. Karshner
CRD#: 6425105
429 E 14th Street, Anderson, IN 46016
90
Wealthminder
score

Paul Karshner (CRD# 6425105) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 3 years of experience in the finance industry.

8
Jamie Hanna, financial advisor Anderson IN
Jamie C. Hanna
CRD#: 6248625
429 E 14th Street, Anderson, IN 46016
89
Wealthminder
score

Jamie Hanna (CRD# 6248625) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 2 years of experience in the finance industry.

9
Richard Middleton, financial advisor Rohnert Park CA
Richard E. Middleton
CRD#: 6593088
6050 Commerce Blvd Ste 205, Rohnert Park, CA 94928
89
Wealthminder
score

Richard Middleton (CRD# 6593088) is an Investment Advisor Representative working at Financial Enhancement Group in Rohnert Park, CA and has over 2 years of experience in the finance industry.

10
Sarah Hussey, financial advisor Bozeman MT
Sarah J. Hussey
CRD#: 4350095
321 E Main Street, Suite 426, Bozeman, MT 59715
86
Wealthminder
score

Sarah Hussey (CRD# 4350095) is an Investment Advisor Representative working at Financial Enhancement Group in Bozeman, MT and has over 17 years of experience in the finance industry. Sarah Hussey 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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