Monica Ross has been an investment adviser representative at Financial Enhancement Group since August 2024, and is not listed among the firm’s executive officers or direct owners. Monica Ross holds an IUPUI. Monica Ross studied at Indiana Wesleyan 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.
Monica Ross is a Financial Advisor of Financial Enhancement Group, where she works with families to understand their goals and provide financial advice for retirement. She brings 20 years of banking experience, having served clients and families in the banking industry before joining the firm.
- Financial Enhancement GroupCurrent– present · 2 yearsIndianapolis, IN · Adviser representative · Firm CRD 159017
Investment adviser representative registrations
Monica Ross is registered as an investment adviser representative in Indiana, since August 2024.
- IndianaSince 6 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Monica Lynn Ross
- CRD
- 7968780
- Firm
- Financial Enhancement Group · CRD 159017
- Office
- 9757 Westpoint Drive, Suite 400, Indianapolis, IN 46256
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourlifeafterwork.com
Where does Monica Ross work?
Monica Ross is an investment adviser representative registered through Financial Enhancement Group LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Monica Ross a financial advisor?
Yes. Monica Ross has a current investment-adviser registration in Indiana, through Financial Enhancement Group since August 2024.
How many years of experience does Monica Ross have?
Monica Ross has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Monica Ross passed?
Monica Ross passed the Series 65 in July 2024.
Where is Monica Ross based?
Monica Ross’ registered office is in Indianapolis, IN.
Is Monica Ross registered with FINRA?
No. Monica Ross has no current broker registration.
How can I verify Monica Ross’ record?
Search CRD 7968780 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Monica Ross’ 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