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FINANCIAL ENHANCEMENT GROUP LLC, CRD 159017
ANDERSON, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSEPH ANDREW CLARK | Certified Financial Planner | ANDERSON, IN | 14 | 33 | 1 | no |
| DONALD EARL HODSON | n/a | ANDERSON, IN | 14 | 28 | 2 | no |
| ADAM MICHAEL HARTER | n/a | ANDERSON, IN | 14 | 24 | 1 | no |
| ANDREW WILLIAM THRASHER | n/a | Indianapolis, IN | ANDERSON, IN | 12 | 16 | 2 | no |
| AARON SCOTT RHEAUME | n/a | ANDERSON, IN | Brownsburg, IN | 10 | 19 | n/a | no |
| GRANT GARNER SOLIVEN | n/a | ANDERSON, IN | Indianapolis, IN | 9 | 16 | 1 | no |
| DEAN A HUDDLESTON | n/a | ANDERSON, IN | Lafayette, IN | 9 | 22 | n/a | no |
| PAUL EDWARD KARSHNER | n/a | ANDERSON, IN | Oceanside, CA | 9 | 11 | n/a | no |
| Jamie Catherine Burton | n/a | ANDERSON, IN | Lafayette, IN | 8 | 10 | n/a | no |
| BRETT ALAN SPANGLER | n/a | ANDERSON, IN | 8 | 33 | n/a | no |
| Seth Michael Grimme | n/a | ANDERSON, IN | Indianapolis, IN | 7 | 11 | n/a | no |
| Susan Renee Jones | n/a | ANDERSON, IN | 6 | 14 | n/a | no |
| Daren Eugene Hardesty | Certified Financial Planner | ANDERSON, IN | 6 | 13 | n/a | no |
| Zachary Blake Unger | n/a | ANDERSON, IN | Brownsburg, IN | 5 | 11 | n/a | no |
| GRANT LEON THOMPSON | Certified Financial Planner | ANDERSON, IN | 4 | 11 | n/a | no |
| KYLE NEAL KENT | n/a | ANDERSON, IN | Indianapolis, IN | 3 | 10 | 1 | no |
| Samuel Neff | Certified Financial Planner | Indianapolis, IN | ANDERSON, IN | 2 | 13 | 2 | no |
| John Hunter Coffin | n/a | ANDERSON, IN | 2 | 13 | n/a | no |
| Katrina Nicole Hoetmer | n/a | Indianapolis, IN | ANDERSON, IN | 2 | 10 | n/a | no |
| Alexis McKenzie Wulff | n/a | ANDERSON, IN | 2 | 10 | n/a | no |
| Monica Lynn Ross | n/a | ANDERSON, IN | Indianapolis, IN | 2 | 16 | n/a | no |
| Christopher Joshua Bahena | n/a | Lafayette, IN | ANDERSON, IN | 1 | 13 | n/a | no |
| MICHELE ANTOINETTE GRANT | Certified Financial Planner | Woodstock, GA | ANDERSON, IN | 0 | 30 | 5 | no |
| Grant Edwin Meadows | n/a | Brownsburg, IN | ANDERSON, IN | 0 | 11 | n/a | no |
| Jordan Sterling Zody | n/a | ANDERSON, IN | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARK, JOSEPH, ANDREW | MANAGING MEMBER | Na | yes | 11/2011 | Jul 16, 2026 | Jul 16, 2026 |
| HARTER, ADAM, MICHAEL | CHIEF INVESTMENT STRATEGIST, OWNER | B | yes | 12/2012 | Jul 16, 2026 | Jul 16, 2026 |
| HODSON, DONALD, EARL | CHIEF COMPLIANCE OFFICER, OWNER | B | yes | 12/2012 | Jul 16, 2026 | Jul 16, 2026 |
| JENKINSON, TAYLOR, BENNETT | LEAD PARAPLANNER | B | yes | 01/2019 | Jul 16, 2026 | Jul 16, 2026 |
| CLARK, JOSEPH, ANDREW | MANAGING MEMBER/OWNER | E | yes | 03/2002 | Nov 16, 2011 | Sep 30, 2024 |
| Burton, Jamie, Catherine | FINANCIAL ADVISOR | Na | no | 01/2025 | Jul 16, 2026 | Jul 16, 2026 |
| Emmons, Dusty, Lynn | ACCOUNT SPECIALIST | Na | no | 01/2025 | Jul 16, 2026 | Jul 16, 2026 |
| Grimme, Seth, Michael | FINANCIAL ADVISOR | Na | no | 01/2025 | Jul 16, 2026 | Jul 16, 2026 |
| Hardesty, Daren, Eugene | FINANCIAL ADVISOR | Na | no | 01/2025 | Jul 16, 2026 | Jul 16, 2026 |
| JOE'S MONEY SHOW LLC | Owner | C | no | 03/2002 | Jul 16, 2026 | Jul 16, 2026 |
| KARSHNER, PAUL, EDWARD | FINANCIAL ADVISOR | Na | no | 01/2025 | Jul 16, 2026 | Jul 16, 2026 |
| Neff, Samuel | FINANCIAL ADVISOR | A | no | 01/2025 | Jul 16, 2026 | Jul 16, 2026 |
| RHEAUME, AARON, SCOTT | DIRECTOR OF FINANCIAL PLANNING ADMINISTRATOR | A | no | 01/2020 | Jul 16, 2026 | Jul 16, 2026 |
| SOLIVEN, GRANT, GARNER | FINANCIAL ADVISOR | A | no | 01/2025 | Jul 16, 2026 | Jul 16, 2026 |
| MCNEAL, STACY J | Processor | Na | no | 01/2021 | Mar 5, 2021 | Sep 30, 2024 |
| MELLADY, VICKY J | FIRM ADMINISTRATOR | Na | no | 01/2021 | Mar 5, 2021 | Sep 30, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Indianapolis | In | United States | 5 | no |
| Lafayette | In | United States | 2 | no |
| Brownsburg | In | United States | 1 | no |
| Rensselaer | In | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 12, 2026 | $987M | $987M | 24 | 21 | 5 | n/a | n/a |
| 2024 | Feb 19, 2025 | $832M | $832M | 26 | 18 | 5 | n/a | n/a |
| 2023 | Feb 9, 2024 | $728M | $728M | 23 | 21 | 4 | n/a | n/a |
| 2022 | Feb 28, 2023 | $636M | $636M | 20 | 18 | 4 | n/a | n/a |
| 2021 | Feb 25, 2022 | $703M | $703M | 19 | 18 | 5 | n/a | n/a |
| 2020 | Mar 5, 2021 | $589M | $589M | 19 | 17 | 6 | n/a | n/a |
| 2019 | Feb 17, 2020 | $493M | $493M | 18 | 16 | 5 | n/a | n/a |
| 2018 | Feb 28, 2019 | $375M | $375M | 13 | 12 | 5 | n/a | n/a |
| 2017 | Feb 2, 2018 | $354M | $354M | 20 | 10 | 5 | n/a | n/a |
| 2016 | Feb 27, 2017 | $260M | $260M | 19 | 10 | n/a | n/a | n/a |
| 2015 | Feb 18, 2016 | $220M | $220M | 15 | 5 | n/a | n/a | n/a |
| 2014 | Mar 11, 2015 | $220M | $220M | 15 | 5 | n/a | n/a | n/a |
| 2013 | Mar 26, 2014 | $201M | $201M | 11 | 5 | n/a | n/a | n/a |
| 2012 | Mar 12, 2013 | $179M | $179M | 11 | 5 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 0 | 0 | 3 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $987M | $832M | 18.7% | $636M | 15.8% | 25 | 26 | 5 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | 3 | Nov 30, 2023 | Jan 6, 2012 | MOORESVILLE, IN | Team lift out | Ibd to RIA | 5.6% |