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Brett Alan Spangler

Investment adviser representative at Financial Enhancement Group
25 yearsExperience
1 stateRegistered in
$987MFirm assets
14 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

25 years in the industry.

  1. Estep Doctor & Company, PcJan 2023 to now
  2. Financial Enhancement GroupMay 2018 to now
  3. Innovative Small Business Solutions, Inc.Feb 2017 to now
  4. Sikich LLPJan 2001 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (IN).

Financial Enhancement Group

Legal name: Financial Enhancement Group LLC

$987MAssets managed
1,281Clients
27Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2277448
Firm CRD
159017
Advisor's SEC record (opens in a new tab)
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