Paul
Karshner
Financial Enhancement Group
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About this Advisor
Paul Karshner is a financial advisor based out of Oceanside, California with 6 years of industry experience. Karshner works at Financial Enhancement Group. Over the course of their career, they have held roles at U.S. Bank, U.S. Bancorp Investments, Inc and Ultra Estate Planning. Karshner has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Financial Enhancement Group is a registered investment business operating out of Anderson, IN. The firm has offices in four locations and a total of 20 advisors. It handles $636 million in assets under management among its 3,204 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves two charitable organizations. Of its 3,204 client accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. Financial Enhancement Group provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which service is provided. Fee types billed by Financial Enhancement Group may include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Enhancement Group Brokerage Details
$635,755,960
20
3,204
$198,426
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Karshner Work History
Paul has been registered as a financial advisor for 6 years.*
Ultra Estate Planning
U.S. Bancorp Investments, Inc
U.S. Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Financial Enhancement Group
Anderson, IN
Anderson, IN
Anderson, IN
Indianapolis, IN
Oceanside, CA
Lafayette, IN
Anderson, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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