Zachary
Unger
Financial Enhancement Group
Answer a few questions and
get matched with an advisor.
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
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Zachary Unger Work History
Zachary has been registered as a financial advisor for 2 years.*
Financial Enhancement Group, LLC
Indiana Wesleyan University
Meijer
University Of Indianapolis
Hanover College
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
Anderson, IN
Anderson, IN
Anderson, IN
Indianapolis, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.