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Joseph Andrew Clark

FINANCIAL ENHANCEMENT GROUP LLC·ANDERSON, Indiana
SIE, Series 6, Series 7, Series 24, Series 63CFPClean record24 years registeredFINANCIAL ENHANCEMENT GROUP LLC
2704 ENTERPRISE DRIVE, ANDERSON, IN 46013CRD# 2319989Firm CRD# 159017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Andrew Clark · ANDERSON, IN
Registration
CRD #2319989 · FINANCIAL ENHANCEMENT GROUP LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

Jan 2012present
Mar 2002Dec 2023
ANDERSON, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · March 21, 2002
Years registered · 24
Professional designation · CFP
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
Introduction

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05

Frequently Asked Questions

What services does Joseph Andrew Clark offer?
Joseph Andrew Clark specializes in Financial Planning, Investment Management. Contact their office in ANDERSON, Indiana for a consultation.
What are Joseph Andrew Clark's credentials?
Joseph Andrew Clark holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Andrew Clark located?
Joseph Andrew Clark 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 Joseph Andrew Clark charge for services?
Joseph Andrew Clark'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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