Seth
Grimme

Financial Enhancement Group

CRD#7148154
Investment Advisor
in Indianapolis, IN

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About this Advisor

Seth Grimme is a financial advisor based in Indianapolis, Indiana with 4 years of relevant experience. Grimme is on the advisory team at Financial Enhancement Group. Throughout their career, Grimme has worked at Financial Enhancement Group LLC, Iu Kokomo and Tipton Community School Corporation. Grimme has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Indiana. Financial Enhancement Group is an advisory business that has its headquarters in Anderson, IN. It has offices in four locations and a total of 20 advisors. It handles $636 million in assets between its 3,204 client accounts, making it one of the larger firms in the United States by assets under management. The firm advises two charities and foundations. Of its 3,204 accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually vary depending on the type of financial services offered. Fees charged by Financial Enhancement Group likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

9757 Westpoint Drive Suite 400
Indianapolis, IN 46256

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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

Seth Grimme Work History

Seth has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Financial Enhancement Group LLC

2015 - 2018 (3 years)

Iu Kokomo

2002 - 2015 (13 years)

Tipton Community School Corporation

*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 Seth Grimme 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

Michael Matchett
Anderson, IN
Susan Jones
Anderson, IN
Kyle Kent
Indianapolis, IN
Aaron Rheaume
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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