Adam Harter has been Chief Investment Strategist, Owner of Financial Enhancement Group since December 2012, is a control person of the firm and directly owns between 10% and 25% of it. Adam Harter holds a Bachelor's degree in economics from Indiana University.
Financial Enhancement Group LLC is an Anderson, IN firm with $987M under management, 1,281 clients and 22 advisers across 6 offices, as of its September 2026 filing.
Adam Harter is Chief Investment Officer of Financial Enhancement Group, where he leads the firm's investment strategy and portfolio oversight. Since joining the firm in 2002, his work has included investment research, portfolio strategy and fixed income oversight. He also contributes weekly market commentary and educational content for the firm.
Adam Harter’s longest registration was 20 years at World Equity Group, Inc. (2003–2023). Before joining Financial Enhancement Group in 2012, Adam Harter was registered through World Equity Group, Inc.
- Financial Enhancement GroupCurrent– present · 14 yearsAnderson, IN · Adviser representative · Firm CRD 159017
- World Equity Group, Inc.– · 20 yearsAnderson, IN · Adviser representative · Firm CRD 29087
Professional designations
Listed by Financial Enhancement Group
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Adam Harter is registered as an investment adviser representative in Indiana, since January 2012.
- IndianaSince 6 January 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 17 May 2006 |
| Series 24 | General Securities Principal Examination | 18 December 2003 |
| Series 66 | Uniform Combined State Law Examination | 14 January 2003 |
| Series 7 | General Securities Representative Examination | 23 October 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Michael Harter
- CRD
- 4592074
- Firm
- Financial Enhancement Group · CRD 159017
- Role
- Chief Investment Strategist, Owner
- Office
- 2704 ENTERPRISE DRIVE, Anderson, IN 46013
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourlifeafterwork.com
Where does Adam Harter work?
Adam Harter has been Chief Investment Strategist, Owner of Financial Enhancement Group LLC since December 2012, and is a control person of the firm.
Is Adam Harter a financial advisor?
Yes. Adam Harter has a current investment-adviser registration in Indiana, through Financial Enhancement Group since January 2012.
How many years of experience does Adam Harter have?
Adam Harter has 23 years in the financial industry, since October 2002, across 2 adviser firms.
What exams has Adam Harter passed?
Adam Harter has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 4. The earliest, the Series 7, was passed in October 2002. FINRA credited Adam Harter with the SIE, which began in October 2018.
Where is Adam Harter based?
Adam Harter’s registered office is in Anderson, IN.
Is Adam Harter registered with FINRA?
No. Adam Harter has no current broker registration.
Is Adam Harter a CFA charterholder?
Financial Enhancement Group lists Adam Harter with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Adam Harter’s record?
Search CRD 4592074 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Harter’s full registration record.
Donald HodsonChief Compliance Officer, Owner
Jamie BurtonFinancial Advisor
Joseph ClarkManaging Member- Dusty EmmonsAccount Specialist
Seth GrimmeFinancial Advisor
Daren HardestyFinancial Advisor
Paul KarshnerFinancial Advisor- Stacy J McNealProcessor
- Vicky J MelladyFirm Administrator
Aaron RheaumeDirector of Financial Planning- Taylor JenkinsonLead Paraplanner
Samuel NeffFinancial Advisor
Grant SolivenFinancial Advisor