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Katrina Nicole Hoetmer

Financial Enhancement Group

Anderson, IN

Indianapolis, IN

CRD 7859033

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Employer firm

Financial Enhancement Group CRD 159017

$987M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Enhancement Group

2704 Enterprise Drive, Anderson, IN 46013 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-01-23
  • IN RA
    APPROVED
    Since 2024-01-23

Branch Locations

2704 Enterprise Drive, Anderson, IN 46013 • United States

9757 Westpoint Drive Suite 400, Indianapolis, IN 46256 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Enhancement Group, Llc Anderson IN 08/2023 Present
Iupui Indianapolis IN 01/2021 07/2023
Ivy Tech Noblesville IN 01/2018 05/2020
University Of Evansville Evansville IN 08/2016 05/2017
Unemployed Franklin IN 05/2020 12/2020
Unemployed Noblesville IN 06/2017 12/2017
  • 08/2023 → Present
    Financial Enhancement Group, Llc
    Anderson, IN
  • 01/2021 → 07/2023
    Iupui
    Indianapolis, IN
  • 01/2018 → 05/2020
    Ivy Tech
    Noblesville, IN
  • 08/2016 → 05/2017
    University Of Evansville
    Evansville, IN
  • 05/2020 → 12/2020
    Unemployed
    Franklin, IN
  • 06/2017 → 12/2017
    Unemployed
    Noblesville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-02
  • S65 Uniform Investment Adviser Law Examination
    2024-01-02

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

MICHAEL RAY GASKILL
JOHN RADFORD COMPTON
BENJAMIN DAVID HARBER

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Anderson, IN
LPL FINANCIAL LLC · ANDERSON, IN
STIFEL, NICOLAUS & COMPANY, INCORPORATED · ANDERSON, IN

More in Anderson, IN

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