Michele A. Grant

FINANCIAL ENHANCEMENT GROUP

Woodstock, GA 30189

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CRD#: 2728898

Professional summary

Michele Antoinette Grant, who also goes by Michele A Grant, is a registered financial advisor currently at FINANCIAL ENHANCEMENT GROUP located in Woodstock, Georgia.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michele has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michele A Grant

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: Water4Wellness, Role: Distributor, Type: Other, Start Date: 01/01/2022, Investment Related?: No, Address: 240 Winterbury Dr, Canton, GA 30114, Number of Hours/Mo: 25, Duties: Direct Sales providing water filtration/hydration system to people in my outside community , friends and family.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Antoinette Grant's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 1, 2025 - Present

FINANCIAL ENHANCEMENT GROUP

Office #1: 2230 Town Lake Parkway Bld 1200, Suite 100, Woodstock, GA 30189

RIA

CRD#: 159017

Woodstock, GA

Past

February 17, 2022 - December 6, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Alpharetta, GA

Past

January 26, 2022 - December 6, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Alpharetta, GA

Past

February 27, 2018 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

Alpharetta, GA

Past

February 26, 2018 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Alpharetta, GA

Past

February 26, 2018 - December 6, 2023

TD AMERITRADE, INC.

CRD#: 7870

Alpharetta, GA

Past

September 15, 2016 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

October 16, 2014 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

OAKLAND, CA

Past

April 18, 2014 - October 10, 2014

PRUCO SECURITIES, LLC.

CRD#: 5685

WALNUT CREEK, CA

Past

December 23, 2013 - December 23, 2013

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

WALNUT CREEK, CA

Past

October 18, 2002 - January 11, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SAN FRANCISCO, CA

Past

June 18, 1999 - July 30, 2002

ROBERT VAN SECURITIES, INC.

CRD#: 29581

OAKLAND, CA

Past

May 29, 1996 - February 12, 1999

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL ENHANCEMENT GROUP

FINANCIAL ENHANCEMENT GROUP | FINANCIAL ENHANCEMENT GROUP LLC

CRD#: 159017 / SEC#: 801-72907

RIA

Registered Investment Advisory firm - (1/3/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/1996

General Securities Representative Examination

Current Firm

FINANCIAL ENHANCEMENT GROUP

FINANCIAL ENHANCEMENT GROUP | FINANCIAL ENHANCEMENT GROUP LLC

CRD#: 159017 / SEC#: 801-72907

RIA

Registered Investment Advisory firm - (1/3/2012 Approved)

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Contact information

Main Address

2704 Enterprise Drive, Anderson, IN 46013

Mailing Address

Phone number

(765) 640-1524

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3,412
AUM (Assets Under Management)	$ 831,506,691

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
10/22/2024	Cover Page	Report
12/21/2023	Cover Page	Report
03/23/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michele A. Grant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Antoinette Grant's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT VAN SECURITIES, INC.

CITICORP INVESTMENT SERVICES

Primary Firm SEC Registration

FINANCIAL ENHANCEMENT GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/1999

Series 63

Date: 6/20/1996

SIE

Date: 10/1/2018

Series 7

Date: 5/28/1996

Current Firm

FINANCIAL ENHANCEMENT GROUP

Contact information

SEC notice filing (25 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FINANCIAL ENHANCEMENT GROUP

TRUST BUT VERIFY

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