Unclaimed Profile

Matthew Lee Robertson

FINANCIAL ENHANCEMENT GROUP LLC·ANDERSON, Indiana

Series 7, Series 66Clean record23 years registeredFINANCIAL ENHANCEMENT GROUP LLC

429 E 14TH STREET, ANDERSON, IN 46016-1846CRD# 4547257Firm CRD# 159017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Lee Robertson · ANDERSON, IN

Registration

CRD #4547257 · FINANCIAL ENHANCEMENT GROUP LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL ENHANCEMENT GROUP LLC

FINANCIAL ENHANCEMENT GROUP

May 2016 – Jul 2025

RENSSELAER, IN

WORLD EQUITY GROUP, INC.

Jun 2003 – Jul 2014

RENSSELAER, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 6, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ENHANCEMENT GROUP LLC

CRD 159017 · SEC 801-72907

AUM

$728M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Matthew Lee Robertson offer?

Matthew Lee Robertson specializes in Financial Planning, Investment Management.

What are Matthew Lee Robertson's credentials?

Matthew Lee Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Lee Robertson located?

Matthew Lee Robertson is based in ANDERSON, Indiana, last registered with FINANCIAL ENHANCEMENT GROUP LLC.

How does Matthew Lee Robertson charge for services?

Matthew Lee Robertson'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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