Grant
Thompson
Financial Enhancement Group
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About this Advisor
Grant Thompson is a financial advisor working out of Anderson, Indiana with a total of 1 year of industry experience. Thompson is on the advisory team at Financial Enhancement Group. The advisor has gained experience at School, Indiana Wesleyan University, T&H Sweeper Co, Thrivent Investment Management Inc, Charles Schwab & Co., Inc, Educational Furniture LTD and Financial Enhancement Group, LLC. Thompson maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in Indiana. Financial Enhancement Group is a registered investment firm that has its headquarters in Anderson, IN. The company has offices in four locations and a total of 20 advisors. It has $636 million in assets under management between its 3,204 client accounts, placing it among the bigger firms in the country by assets under management. The firm provides financial advisory services to two charities and foundations. Of its 3,204 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. Financial Enhancement Group offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically are based on the services. However, fees billed by Financial Enhancement Group likely include 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
Grant Thompson Work History
Grant has been registered as a financial advisor for 1 years.*
Financial Enhancement Group, LLC
Charles Schwab & Co., Inc
Thrivent Investment Management Inc
T&H Sweeper Co
Indiana Wesleyan University
Educational Furniture LTD
School
*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 Grant Thompson 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
Indianapolis, IN
Anderson, IN
Lafayette, IN
Oceanside, CA
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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