Donald
Hodson

Financial Enhancement Group

CRD#2998292
Investment Advisor
in Anderson, IN

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About this Advisor

Donald Hodson is a financial advisor based in Anderson, Indiana, working with Financial Enhancement Group. Donald has previously held positions at Financial Enhancement Group, LLC and World Equity Group, Inc. Donald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Donald is part of Financial Enhancement Group, which operates out of Anderson, 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 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2704 Enterprise Drive
Anderson, IN 46013

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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

Donald Hodson Work History

2012 - Present (12 years)

Financial Enhancement Group, LLC

2002 - Present (22 years)

World Equity Group, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Donald Hodson 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
John Coffin
Anderson, IN
Daren Hardesty
Anderson, IN
Samuel Neff
Anderson, IN
Kyle Kent
Indianapolis, IN
Susan Jones
Anderson, IN
Aaron Rheaume
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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