Paul Karshner has been Financial Advisor of Financial Enhancement Group since January 2025, is not listed as a control person, but directly owns under 5% of the firm. Paul Karshner holds a Bachelor of Science in Business Management from San Francisco 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.
Paul Karshner is Vice President of the California and Georgia offices of Financial Enhancement Group, where he is a senior client facing leader focused on family relationships, advisor support and local market growth. He began his financial career at U.S. Bank, where he became a Branch Manager and later worked as a financial advisor. He supports local office growth, advisor coaching and educational outreach.
- Financial Enhancement GroupCurrent– present · 9 yearsOceanside, CA · Adviser representative · Firm CRD 159017
Investment adviser representative registrations
Paul Karshner is registered as an investment adviser representative in California, since May 2017.
- CaliforniaSince 24 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 February 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 20 January 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 December 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Edward Karshner
- CRD
- 6425105
- Firm
- Financial Enhancement Group · CRD 159017
- Role
- Financial Advisor
- Office
- Oceanside, CA
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourlifeafterwork.com
Where does Paul Karshner work?
Paul Karshner has been Financial Advisor of Financial Enhancement Group LLC since January 2025.
Is Paul Karshner a financial advisor?
Yes. Paul Karshner has a current investment-adviser registration in California, through Financial Enhancement Group since May 2017.
How many years of experience does Paul Karshner have?
Paul Karshner has 9 years in the financial industry, since May 2017, across 1 adviser firm.
What exams has Paul Karshner passed?
Paul Karshner has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 2014. FINRA credited Paul Karshner with the SIE, which began in October 2018.
Where is Paul Karshner based?
Paul Karshner’s registered office is in Oceanside, CA.
Is Paul Karshner registered with FINRA?
No. Paul Karshner has no current broker registration.
How can I verify Paul Karshner’s record?
Search CRD 6425105 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Karshner’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- Stacy J McNealProcessor
- Vicky J MelladyFirm Administrator
Aaron RheaumeDirector of Financial Planning- Taylor JenkinsonLead Paraplanner
Samuel NeffFinancial Advisor
Grant SolivenFinancial Advisor