Paul
Karshner
Financial Enhancement Group
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About this Advisor
Paul Karshner is a financial advisor based in Oceanside, California, working with Financial Enhancement Group. Paul has previously held positions at U.S. Bank, U.S. Bancorp Investments, Inc, and Ultra Estate Planning. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Paul is part of Financial Enhancement Group, which operates out of Oceanside, California. The firm has 4 offices and 23 employees. The firm manages assets totaling $728.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Financial Enhancement Group includes asset-based, hourly, and fixed fees.
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Financial Enhancement Group Brokerage Details
$727,975,915
23
3,285
$221,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Karshner Work History
Ultra Estate Planning
U.S. Bancorp Investments, Inc
U.S. Bank
Disclosures
Please visit the SEC profile of Paul Karshner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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