Matthew
Robertson
Financial Enhancement Group
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About this Advisor
Matthew Robertson is a financial advisor operating out of Anderson, Indiana who has 7 years of industry experience. Robertson is an employee of Financial Enhancement Group. Over the course of their career, they have held roles at Robertson Land, LLC, World Equity Group, Inc, Huth Thompson Llp and Ren, LLC. Robertson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Indiana. Financial Enhancement Group is a financial advisory company operating out of Anderson, IN. The company has offices in four locations and a total of 20 advisors. It controls $636 million in assets under management across its 3,204 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises two charitable organizations. Of its 3,204 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets. Financial Enhancement Group offers a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on the financial services offered. Fees charged by Financial Enhancement Group can include some combination 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
Matthew Robertson Work History
Matthew has been registered as a financial advisor for 7 years.*
Robertson Land, LLC
Ren, LLC
World Equity Group, Inc
Huth Thompson Llp
*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 Matthew Robertson 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
Brownsburg, 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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