Paul Edward Karshner
Investment adviser representative at Financial Enhancement Group
10 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
10 years in the industry.
- Financial Enhancement GroupMay 2017 to now
- Self EmployedMay 2016 to now
- Ultra Estate PlanningMar 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6425105
- Firm CRD
- 159017