Alexis Taylor has been an investment adviser representative at Financial Enhancement Group since July 2024, and is not listed among the firm’s executive officers or direct owners. Alexis Taylor holds a Bachelor's degree in finance from Ball State 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.
Lexi Taylor is a Financial Advisor of Financial Enhancement Group, where she helps advisors and families through meeting preparation, analysis, follow up and documentation, and communicates planning actions from lead advisors to the processing team. She completed an internship with Stallings Wealth Management before joining the firm.
- Financial Enhancement GroupCurrent– present · 2 yearsAnderson, IN · Adviser representative · Firm CRD 159017
Investment adviser representative registrations
Alexis Taylor is registered as an investment adviser representative in Indiana, since July 2024.
- IndianaSince 23 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexis McKenzie Taylor
- CRD
- 7839044
- Firm
- Financial Enhancement Group · CRD 159017
- Office
- 2704 ENTERPRISE DRIVE, Anderson, IN 46013
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourlifeafterwork.com
Where does Alexis Taylor work?
Alexis Taylor is an investment adviser representative registered through Financial Enhancement Group LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alexis Taylor a financial advisor?
Yes. Alexis Taylor has a current investment-adviser registration in Indiana, through Financial Enhancement Group since July 2024.
How many years of experience does Alexis Taylor have?
Alexis Taylor has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Alexis Taylor passed?
Alexis Taylor passed the Series 65 in June 2024.
Where is Alexis Taylor based?
Alexis Taylor’s registered office is in Anderson, IN.
Is Alexis Taylor registered with FINRA?
No. Alexis Taylor has no current broker registration.
How can I verify Alexis Taylor’s record?
Search CRD 7839044 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexis Taylor’s full registration record.
Donald HodsonChief Compliance Officer, Owner
Jamie BurtonFinancial Advisor
Joseph ClarkManaging Member- Dusty EmmonsAccount Specialist
Seth GrimmeFinancial Advisor
Daren HardestyFinancial Advisor
Adam HarterChief Investment Strategist, Owner
Paul KarshnerFinancial Advisor- Stacy J McNealProcessor
- Vicky J MelladyFirm Administrator
Aaron RheaumeDirector of Financial Planning- Taylor JenkinsonLead Paraplanner
Samuel NeffFinancial Advisor
Grant SolivenFinancial Advisor