Monica Lynn Ross
Investment adviser representative at Financial Enhancement Group
17 yearsExperience
1 stateRegistered in
$987MFirm assets
14 yearsFirm in business
Are you Monica Lynn Ross? Claim your profile
Contact this firm
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
17 years in the industry.
- Financial Enhancement Group, LLCMar 2024 to now
- BMO BankOct 2009 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7968780
- Firm CRD
- 159017