Zachary
Unger

Financial Enhancement Group

CRD#7381205
Investment Advisor
in Brownsburg, IN

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About this Advisor

Zachary Unger is a financial advisor working in Brownsburg, Indiana who has 2 years of relevant experience. Unger works at Financial Enhancement Group. Unger has gained experience at Financial Enhancement Group, LLC, Indiana Wesleyan University, Meijer, University Of Indianapolis, Lebanon High School and Hanover College. Unger has a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Indiana. Financial Enhancement Group is a registered investment business that has its headquarters in Anderson, IN. The firm has offices in four locations and a total of 20 people on staff. It manages $636 million in assets under management between its 3,204 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to two charities and foundations. Of its 3,204 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely are based on which services the firm provides the client. Fees billed by Financial Enhancement Group likely include asset-based and hourly fees.

Certifications and Registrations

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

35 Whittington Drive Suite 200
Brownsburg, IN 46112

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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

Zachary Unger Work History

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

2020 - Present (4 years)

Financial Enhancement Group, LLC

2018 - 2019 (1 year)

Indiana Wesleyan University

2017 - 2019 (2 years)

Meijer

2015 - 2017 (2 years)

University Of Indianapolis

2014 - 2015 (1 year)

Hanover College

2010 - 2015 (5 years)

Lebanon High 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 Zachary Unger 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
Aaron Rheaume
Anderson, IN
Susan Jones
Anderson, IN
Kyle Kent
Indianapolis, IN
Beau Ashcraft
Lafayette, IN
Paul Karshner
Oceanside, CA
Andrew Thrasher
Anderson, IN
Grant Soliven
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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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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