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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management
  • Other

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Financial Enhancement Group 5 years, 3 months Dec 2011 - Present
World Equity Group 2 years, 6 months Nov 2011 - May 2014
Holland Advisory Services, Inc 2 years, 4 months Jun 2009 - Oct 2011
Icon Wealth Management 3 months Jun 2008 - Sep 2008
Kelly Services 5 months May 2007 - Oct 2007
School 9 years, 9 months Aug 1999 - May 2009

Designations & Memberships

  • Market Technicians Association
    Membership
    Market Technicians Association
    The MTA has the following stated mission: Attract and retain a membership of professionals devoting their efforts to using and expanding the field of technical analysis and sharing their body of knowledge with their fellow members. Establish, maintain, and encourage the highest standards of professional competence and ethics among technical analysts. Educate the public and the investment community of the value and universality of technical analysis.
  • Chartered Market Technician
    Designation
    Chartered Market Technician
    The MTA has the following stated mission: Attract and retain a membership of professionals devoting their efforts to using and expanding the field of technical analysis and sharing their body of knowledge with their fellow members. Establish, maintain, and encourage the highest standards of professional competence and ethics among technical analysts. Educate the public and the investment community of the value and universality of technical analysis.

Articles and Answers

Insights by Andrew Thrasher

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 2, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Financial Enhancement Group LLC

Last updated on Feb. 27, 2017
    • $260.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $135.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges