FINANCIAL ENHANCEMENT GROUP LLC
Legal name: FINANCIAL ENHANCEMENT GROUP
CRD #159017 SEC #801-72907 ANDERSON, IN 765-640-1524
SEC Registered
Total AUM
$831.5M
Discretionary
$831.5M
Employees
26
Clients
251
Accounts
3,412
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Burton, Jamie, Catherine | I | FINANCIAL ADVISOR | NA | |
| Burton, Jamie, Catherine | I | FINANCIAL ADVISOR | NA | |
| Burton, Jamie, Catherine | I | FINANCIAL ADVISOR | NA | |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| CLARK, JOSEPH, ANDREW | I | MANAGING MEMBER | NA | Control |
| Emmons, Dusty, Lynn | I | ACCOUNT SPECIALIST | NA | |
| Emmons, Dusty, Lynn | I | ACCOUNT SPECIALIST | NA | |
| Emmons, Dusty, Lynn | I | ACCOUNT SPECIALIST | NA | |
| Grimme, Seth, Michael | I | FINANCIAL ADVISOR | NA | |
| Grimme, Seth, Michael | I | FINANCIAL ADVISOR | NA | |
| Grimme, Seth, Michael | I | FINANCIAL ADVISOR | NA | |
| Hardesty, Daren, Eugene | I | FINANCIAL ADVISOR | NA | |
| Hardesty, Daren, Eugene | I | FINANCIAL ADVISOR | NA | |
| Hardesty, Daren, Eugene | I | FINANCIAL ADVISOR | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | NA | |
| KARSHNER, PAUL, EDWARD | I | FINANCIAL ADVISOR | NA | |
| KARSHNER, PAUL, EDWARD | I | FINANCIAL ADVISOR | NA | |
| KARSHNER, PAUL, EDWARD | I | FINANCIAL ADVISOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MCNEAL, STACY J | I | PROCESSOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| MELLADY, VICKY J | I | FIRM ADMINISTRATOR | NA | |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| CLARK, JOSEPH, ANDREW | I | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | D | Control |
| HT FINANCIAL SERVICES | DE | OWNER | D | |
| HT FINANCIAL SERVICES | DE | OWNER | D | |
| HT FINANCIAL SERVICES | DE | OWNER | D | |
| HT FINANCIAL SERVICES | DE | OWNER | D | |
| HT FINANCIAL SERVICES | DE | OWNER | D | |
| HT FINANCIAL SERVICES | DE | OWNER | D | |
| HT FINANCIAL SERVICES | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
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| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
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| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | D | |
| JOE'S MONEY SHOW LLC | DE | OWNER | C | |
| JOE'S MONEY SHOW LLC | DE | OWNER | C | |
| JOE'S MONEY SHOW LLC | DE | OWNER | C | |
| JOE'S MONEY SHOW LLC | DE | OWNER | C | |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HARTER, ADAM, MICHAEL | I | CHIEF INVESTMENT STRATEGIST, OWNER | B | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | B | Control |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | B | Control |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | B | Control |
| JENKINSON, TAYLOR, BENNETT | I | LEAD PARAPLANNER | B | Control |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| GRIFFIN, SARAH, JANE | I | OWNER | A | |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| HODSON, DONALD, EARL | I | CHIEF COMPLIANCE OFFICER, OWNER | A | Control |
| Neff, Samuel | I | FINANCIAL ADVISOR | A | |
| Neff, Samuel | I | FINANCIAL ADVISOR | A | |
| Neff, Samuel | I | FINANCIAL ADVISOR | A | |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| RHEAUME, AARON, SCOTT | I | DIRECTOR OF FINANCIAL PLANNING | A | |
| SOLIVEN, GRANT, GARNER | I | FINANCIAL ADVISOR | A | |
| SOLIVEN, GRANT, GARNER | I | FINANCIAL ADVISOR | A | |
| SOLIVEN, GRANT, GARNER | I | FINANCIAL ADVISOR | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HOPPES, DEBRA, ANN | I | HT FINANCIAL SERVICES | F | |
| HOPPES, DEBRA, ANN | I | HT FINANCIAL SERVICES | F | |
| HOPPES, DEBRA, ANN | I | HT FINANCIAL SERVICES | F | |
| HOPPES, DEBRA, ANN | I | HT FINANCIAL SERVICES | F | |
| HOPPES, DEBRA, ANN | I | HT FINANCIAL SERVICES | F | |
| HOPPES, DEBRA, ANN | I | HT FINANCIAL SERVICES | F | |
| PERKINS, LINCOLN, BECKETT | I | HT FINANCIAL SERVICES | F | |
| PERKINS, LINCOLN, BECKETT | I | HT FINANCIAL SERVICES | F | |
| PERKINS, LINCOLN, BECKETT | I | HT FINANCIAL SERVICES | F | |
| PERKINS, LINCOLN, BECKETT | I | HT FINANCIAL SERVICES | F | |
| PERKINS, LINCOLN, BECKETT | I | HT FINANCIAL SERVICES | F | |
| PERKINS, LINCOLN, BECKETT | I | HT FINANCIAL SERVICES | F | |
| ROBERTSON, MATTHEW, LEE | I | HT FINANCIAL SERVICES | F | |
| ROBERTSON, MATTHEW, LEE | I | HT FINANCIAL SERVICES | F | |
| ROBERTSON, MATTHEW, LEE | I | HT FINANCIAL SERVICES | F | |
| ROBERTSON, MATTHEW, LEE | I | HT FINANCIAL SERVICES | F | |
| ROBERTSON, MATTHEW, LEE | I | HT FINANCIAL SERVICES | F | |
| ROBERTSON, MATTHEW, LEE | I | HT FINANCIAL SERVICES | F | |
| SABOLICH, ROBERT, GEORGE | I | HT FINANCIAL SERVICES | F | |
| SABOLICH, ROBERT, GEORGE | I | HT FINANCIAL SERVICES | F | |
| SABOLICH, ROBERT, GEORGE | I | HT FINANCIAL SERVICES | F | |
| SABOLICH, ROBERT, GEORGE | I | HT FINANCIAL SERVICES | F | |
| SABOLICH, ROBERT, GEORGE | I | HT FINANCIAL SERVICES | F | |
| SABOLICH, ROBERT, GEORGE | I | HT FINANCIAL SERVICES | F | |
| THOMPSON, STEPHEN, MAURICE | I | HT FINANCIAL SERVICES | F | |
| THOMPSON, STEPHEN, MAURICE | I | HT FINANCIAL SERVICES | F | |
| THOMPSON, STEPHEN, MAURICE | I | HT FINANCIAL SERVICES | F | |
| THOMPSON, STEPHEN, MAURICE | I | HT FINANCIAL SERVICES | F | |
| THOMPSON, STEPHEN, MAURICE | I | HT FINANCIAL SERVICES | F | |
| THOMPSON, STEPHEN, MAURICE | I | HT FINANCIAL SERVICES | F | |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
| CLARK, JOSEPH, ANDREW | I | JOE'S MONEY SHOW LLC | E | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (26)
AZ CA CO FL GA IA IL IN KY LA MI MO MT NC NJ NM NV NY OH PA SC TN TX VA WA WI
Address
2704 ENTERPRISE DRIVEANDERSON, IN 46013
United States
Phone: 765-640-1524