Michele Grant has been an investment adviser representative at Financial Enhancement Group since October 2025, and is not listed among the firm’s executive officers or direct owners. Michele Grant holds a Bachelor of Business Administration in Finance from Howard 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.
Michele Grant is a Financial Advisor of Financial Enhancement Group, which she joined in 2023, serving the Woodstock, Georgia team. Her work focuses on tax efficient planning and holistic financial management for business owners, families and individuals preparing for retirement, with areas of focus in retirement income distribution, tax efficiency, risk management and legacy planning.
Michele Grant’s longest registration was 5 years at TD Ameritrade Investment Management, LLC (2018–2023). Before joining Financial Enhancement Group in 2025, Michele Grant was registered through Charles Schwab & Co., Inc. and TD Ameritrade, Inc.
- Financial Enhancement GroupCurrent– present · 1 yearWoodstock, GA · Adviser representative · Firm CRD 159017
- Charles Schwab & Co., Inc.– · 1 yearAlpharetta, GA · Adviser representative · Firm CRD 5393
- TD Ameritrade, Inc.– · 4 yearsAlpharetta, GA · Adviser representative · Firm CRD 7870
- TD Ameritrade Investment Management, LLC– · 5 yearsAlpharetta, GA · Adviser representative · Firm CRD 111514
- Scottrade Investment Management– · 1 yearSaint Louis, MO · Adviser representative · Firm CRD 169988
- Prudential Financial Planning Services– · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Michele Grant is registered as an investment adviser representative in Georgia, since October 2025.
- GeorgiaSince 1 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 June 1996 |
| Series 7 | General Securities Representative Examination | 28 May 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michele Antoinette Grant
- CRD
- 2728898
- Firm
- Financial Enhancement Group · CRD 159017
- Office
- 2230 Town Lake Parkway, Bld 1200, Suite 100, Woodstock, GA 30189
- Registration
- Investment adviser registration
- In the industry since
- January 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourlifeafterwork.com
Where does Michele Grant work?
Michele Grant is an investment adviser representative registered through Financial Enhancement Group LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michele Grant a financial advisor?
Yes. Michele Grant has a current investment-adviser registration in Georgia, through Financial Enhancement Group since October 2025.
How many years of experience does Michele Grant have?
Michele Grant has 25 years in the financial industry, since January 2001, across 6 adviser firms.
What exams has Michele Grant passed?
Michele Grant has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1996. FINRA credited Michele Grant with the SIE, which began in October 2018.
Where did Michele Grant work before Financial Enhancement Group?
Before Financial Enhancement Group, Michele Grant was registered through Charles Schwab & Co., Inc., February 2022 to December 2023; TD Ameritrade, Inc., February 2018 to October 2022; TD Ameritrade Investment Management, LLC, February 2018 to September 2023; Scottrade Investment Management, September 2016 to February 2018; Prudential Financial Planning Services, December 2013 to December 2013.
Where is Michele Grant based?
Michele Grant’s registered office is in Woodstock, GA.
Is Michele Grant registered with FINRA?
No. Michele Grant has no current broker registration.
How can I verify Michele Grant’s record?
Search CRD 2728898 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michele Grant’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