Michael
Matchett

Financial Enhancement Group

CRD#6773323
Investment Advisor
in Anderson, IN

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About this Advisor

Michael Matchett is a financial advisor working in Anderson, Indiana with a total of 2 years of industry experience. Matchett is currently employed by Financial Enhancement Group. Over the course of their career, Matchett has held roles at Cno Financial Group, Triad Advisors Inc and Financial Enhancement Group LLC. Matchett holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Indiana. Financial Enhancement Group is a registered investment company operating out of Anderson, IN. The company has offices in four locations and a total of 20 people on staff. It administers $636 million in total assets across its 3,204 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 3,204 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. Financial Enhancement Group performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services depend on which services are offered. Fees billed by Financial Enhancement Group can be comprised of asset-based and hourly fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2704 Enterprise Drive
Anderson, IN 46013

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Financial Enhancement Group Brokerage Details

Total Assets Under Management

$635,755,960

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

20

IN Average: 46
Total Number of Accounts

3,204

IN Average: 1,775
Average Account Size

$198,426

IN Average: $759,012

Investment Advisory Services

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

Michael Matchett Work History

Michael has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Financial Enhancement Group LLC

2017 - 2020 (3 years)

Triad Advisors Inc

2012 - 2017 (5 years)

Cno Financial Group

*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 Michael Matchett 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

Kyle Kent
Indianapolis, IN
Aaron Rheaume
Anderson, IN
Michael Matchett
Anderson, IN
Susan Jones
Anderson, IN
Beau Ashcraft
Lafayette, IN
Paul Karshner
Oceanside, CA
Andrew Thrasher
Anderson, IN
Zachary Unger
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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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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