Dean
Huddleston

Financial Enhancement Group

CRD#5576415
Investment Advisor
in Lafayette, IN

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About this Advisor

Dean Huddleston is a financial advisor based in Lafayette, Indiana, working with Financial Enhancement Group. Dean has previously held positions at Community Schools Of Frankfort Board Trustee, World Equity Group, and Financial Enhancement Group, LLC. Dean has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Dean is part of Financial Enhancement Group, which operates out of Lafayette, Indiana. 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.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

415 Columbia Street Suite 2000
Lafayette, IN 47902

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Financial Enhancement Group Brokerage Details

Total Assets Under Management

$727,975,915

IN Average: $1,347,246,178
Total Number of Employees

23

IN Average: 46
Total Number of Accounts

3,285

IN Average: 1,775
Average Account Size

$221,606

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Dean Huddleston Work History

2014 - Present (10 years)

World Equity Group

2014 - Present (10 years)

Financial Enhancement Group, LLC

2004 - 2016 (12 years)

Communty Schools Of Frankfort Board Trustee

Disclosures

Please visit the SEC profile of Dean Huddleston 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

Katrina Hoetmer
Anderson, IN
Samuel Neff
Anderson, IN
Daren Hardesty
Anderson, IN
John Coffin
Anderson, IN
Kyle Kent
Indianapolis, IN
Aaron Rheaume
Anderson, IN
Susan Jones
Anderson, IN
Andrew Thrasher
Anderson, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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