Financial Enhancement Group

Financial Enhancement Group (CRD# 159017) is a financial advisory firm headquartered in Anderson, IN. They manage $493,239,383 in 2,669 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
2704 Enterprise Drive, Anderson, IN 46013
https://www.facebook.com/financialenhancementgroup/
By the Numbers
  • Total Assets Under Management
    493
    MILLION
  • Total Number of Accounts
    2,669
    ACCOUNTS
  • Average Account Value
    $184,803
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, KY, MI, MO, MT, NJ, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Financial Enhancement Group
Showing 1 - 10 of 15 top financial advisors.
1
Jamie Burton, financial advisor Lafayette IN
Jamie C. Burton
CRD#: 6248625
415 Columbia Street, Suite 2000, Lafayette, IN 47902

Jamie Burton (CRD# 6248625) is an Investment Advisor Representative working at Financial Enhancement Group in Lafayette, IN and has over 5 years of experience in the finance industry.

2
Dean Huddleston, financial advisor Lafayette IN
Dean A. Huddleston
CRD#: 5576415
415 Columbia Street, Suite 2000, Lafayette, IN 47902

Dean Huddleston (CRD# 5576415) is an Investment Advisor Representative working at Financial Enhancement Group in Lafayette, IN and has over 11 years of experience in the finance industry.

3
Sarah Hussey, financial advisor Anderson IN
Sarah J. Hussey
CRD#: 4350095
2704 Enterprise Drive, Anderson, IN 46013

Sarah Hussey (CRD# 4350095) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 19 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.

4
Paul Karshner, financial advisor Oceanside CA
Paul E. Karshner
CRD#: 6425105
Oceanside, CA

Paul Karshner (CRD# 6425105) is an Investment Advisor Representative working at Financial Enhancement Group in Oceanside, CA and has over 5 years of experience in the finance industry.

5
Richard Middleton, financial advisor Rohnert Park CA
Richard E. Middleton
CRD#: 6593088
6050 Commerce Blvd Ste 205, Rohnert Park, CA 94928

Richard Middleton (CRD# 6593088) is an Investment Advisor Representative working at Financial Enhancement Group in Rohnert Park, CA and has over 5 years of experience in the finance industry.

6
Aaron Rheaume, financial advisor Anderson IN
Aaron S. Rheaume
CRD#: 5209906
2704 Enterprise Drive, Anderson, IN 46013

Aaron Rheaume (CRD# 5209906) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 14 years of experience in the finance industry.

7
Matthew Robertson, financial advisor Anderson IN
Matthew L. Robertson
CRD#: 4547257
2704 Enterprise Drive, Anderson, IN 46013

Matthew Robertson (CRD# 4547257) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 17 years of experience in the finance industry.

8
Grant Soliven, financial advisor Indianapolis IN
Grant G. Soliven
CRD#: 5671939
9757 Westpoint Drive, Suite 400, Indianapolis, IN 46256

Grant Soliven (CRD# 5671939) is an Investment Advisor Representative working at Financial Enhancement Group in Indianapolis, IN and has over 10 years of experience in the finance industry.

9
Brett Spangler, financial advisor Anderson IN
Brett A. Spangler
CRD#: 2277448
2704 Enterprise Drive, Anderson, IN 46013

Brett Spangler (CRD# 2277448) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 28 years of experience in the finance industry.

10
Debra Swick, financial advisor Anderson IN
Debra A. Swick
CRD#: 4594835
2704 Enterprise Drive, Anderson, IN 46013

Debra Swick (CRD# 4594835) is an Investment Advisor Representative working at Financial Enhancement Group in Anderson, IN and has over 8 years of experience in the finance industry.

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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.

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