Grant Thompson has been an investment adviser representative at Financial Enhancement Group since March 2022, and is not listed among the firm’s executive officers or direct owners. Grant Thompson holds a Bachelor of Arts in Business Management from Anderson 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.
Grant Thompson is a Financial Advisor of Financial Enhancement Group, which he joined in 2022, where he has supported current families and business development efforts and helps develop and present financial plans and implement recommendations. He began his financial services career at Thrivent Financial in 2020 and later spent seven months at Charles Schwab as a Client Service Representative.
- Financial Enhancement GroupCurrent– present · 4 yearsAnderson, IN · Adviser representative · Firm CRD 159017
Professional designations
Listed by Financial Enhancement Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Grant Thompson is registered as an investment adviser representative in Indiana, since March 2022.
- IndianaSince 11 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 March 2022 |
| Series 7TO | General Securities Representative Examination | 4 October 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 January 2021 |
| SIE | Securities Industry Essentials Examination | 4 January 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 December 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Grant Leon Thompson
- CRD
- 7302945
- Firm
- Financial Enhancement Group · CRD 159017
- Office
- 2704 ENTERPRISE DRIVE, Anderson, IN 46013
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourlifeafterwork.com
Where does Grant Thompson work?
Grant Thompson is an investment adviser representative registered through Financial Enhancement Group LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Grant Thompson a financial advisor?
Yes. Grant Thompson has a current investment-adviser registration in Indiana, through Financial Enhancement Group since March 2022.
How many years of experience does Grant Thompson have?
Grant Thompson has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Grant Thompson passed?
Grant Thompson has passed 5 licensing exams: the Series 6TO, SIE, Series 63, Series 7TO and Series 66. The earliest, the Series 6TO, was passed in December 2020.
Where is Grant Thompson based?
Grant Thompson’s registered office is in Anderson, IN.
Is Grant Thompson registered with FINRA?
No. Grant Thompson has no current broker registration.
Is Grant Thompson a CFP?
Financial Enhancement Group lists Grant Thompson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Grant Thompson, CFP®, CKA® biography, yourlifeafterwork.com
How can I verify Grant Thompson’s record?
Search CRD 7302945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Grant Thompson’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