Samuel Neff
Investment adviser representative at Financial Enhancement Group
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$987MFirm assets
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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
13 years in the industry.
- Financial Enhancement Group, LLCSep 2023 to now
- Four Quadrant Wealth Advisors, Inc.Jun 2022 to Sep 2023
- Equitable Advisors, LLCNov 2018 to Jun 2022
- AXA Advisors LLCNov 2018 to Jun 2020
- Aldi Inc.Jan 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State 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
- 7010596
- Firm CRD
- 159017