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Adam Michael Harter

FINANCIAL ENHANCEMENT GROUP LLC·ANDERSON, Indiana
SIE, Series 4, Series 7, Series 24, Series 66Clean record23 years registeredFINANCIAL ENHANCEMENT GROUP LLC
2704 ENTERPRISE DRIVE, ANDERSON, IN 46013CRD# 4592074Firm CRD# 159017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Michael Harter · ANDERSON, IN
Registration
CRD #4592074 · FINANCIAL ENHANCEMENT GROUP LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL ENHANCEMENT GROUP
Jan 2012 – present
WORLD EQUITY GROUP, INC.
Feb 2003 – Nov 2023
ANDERSON, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 66
Registration record
First registered · February 19, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL ENHANCEMENT GROUP LLC
CRD 159017 · SEC 801-72907
AUM
$728M
Regulatory assets under management
Employees
23
3,285 client accounts
Services offered by FINANCIAL ENHANCEMENT GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL ENHANCEMENT GROUP LLC →
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05

Frequently Asked Questions

What services does Adam Michael Harter offer?
Adam Michael Harter specializes in Financial Planning, Investment Management. Contact their office in ANDERSON, Indiana for a consultation.
What are Adam Michael Harter's credentials?
Adam Michael Harter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Michael Harter located?
Adam Michael Harter is based in ANDERSON, Indiana, working with FINANCIAL ENHANCEMENT GROUP LLC. Their office serves clients in the ANDERSON metropolitan area and surrounding communities.
How does Adam Michael Harter charge for services?
Adam Michael Harter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ENHANCEMENT GROUP LLC?
FINANCIAL ENHANCEMENT GROUP LLC has approximately 23 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL ENHANCEMENT GROUP LLC

Aaron Scott Rheaume
ANDERSON, IN
Debra Ann Hoppes
ANDERSON, IN
Donald Earl Hodson
ANDERSON, IN
Matthew Lee Robertson
ANDERSON, IN
Joseph Andrew Clark
ANDERSON, IN
CFP

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Research
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