Christopher P. Condle

ELEVATED FINANCIAL GROUP

INDIANAPOLIS, IN 46240

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CRD#: 4521700

Professional summary

Christopher Paul Condle, CFP®, who also goes by Christopher P Condle, is a registered financial advisor currently at ELEVATED FINANCIAL GROUP located in Indianapolis, Indiana and PURSHE KAPLAN STERLING INVESTMENTS located in Indianapolis, Indiana.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Christopher has worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher P Condle

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.

1) Elevated Financial Group, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 11/21/2024. 40 hrs/ month; all during trading hours. Financial advisor for an RIA doing financial planning and asset management for client 2)Insurance Related Sales. Investment Related. 3625 East 96th Street, Indianapolis, IN 46240. Insurance Sales. Broker. 01/2001. 20 Hrs/Mo; 10 Hrs/Mo During Trading Hours. Duties Include Insurance Sales and Presentations as they Relate to the Clients Financial Planning Agreement. 3) PKS Financial. Investment Related. 18 Corporate Woods Blvd, Albany, NY 12211. Insurance Sales. Broker. 08/2016. 5 Hrs/Mo; 5 Hrs/Mo During Trading Hours. Insurance Sales and Proposals for Financial Advisory Clients. 4) Thistle Investments. Investment Related for Personal Investments Only. 14247 Waterway Blvd, Fishers, IN 46040. Investment in Land. Member. 04/2018. 0 Hrs/Mo. Limited Partner of the Investment. 5) Pivotal Investments, LLC. Bookkeeping Entity for compensation received. Not Investment Related. Managing Member. 2 Hrs./Mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Condle'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 10, 2025 - Present

ELEVATED FINANCIAL GROUP

Office #1: 500 E. 96th Street Suite 125, Indianapolis, IN 46240

RIA

CRD#: 334353

INDIANAPOLIS, IN

Current

August 16, 2016 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 500 E 96th Street Suite 125, Indianapolis, IN 46240

CRD#: 35747

Indianapolis, IN

Past

August 8, 2016 - December 20, 2024

INVST, LLC

RIA

CRD#: 282863

INDIANAPOLIS, IN

Past

October 12, 2010 - August 18, 2016

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

INDIANAPOLIS, IN

Past

February 3, 2003 - August 18, 2016

PARK AVENUE SECURITIES LLC

CRD#: 46173

INDIANAPOLIS, IN

Past

April 16, 2002 - January 9, 2003

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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".

ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP | ELEVATED FINANCIAL GROUP, LLC

CRD#: 334353 / SEC#: 801-131787

RIA

Registered Investment Advisory firm - (1/10/2025 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(10/9/2023)

Florida
(8/16/2016)

Georgia
(8/16/2016)

Indiana
(8/16/2016)

IAR

Indiana
(1/13/2025)

Massachusetts
(2/27/2023)

Nevada
(5/13/2024)

New Jersey
(6/14/2018)

New York
(8/29/2018)

North Carolina
(7/3/2023)

Rhode Island
(8/2/2023)

IAR

Texas
(1/10/2025)

Virginia
(5/23/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/5/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/3/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/15/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP | ELEVATED FINANCIAL GROUP, LLC

CRD#: 334353 / SEC#: 801-131787

RIA

Registered Investment Advisory firm - (1/10/2025 Approved)

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Contact information

Main Address

500 E. 96th Street Suite 125, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 533-7721

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	1,045
AUM (Assets Under Management)	$ 399,257,194

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

Christopher P. Condle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Paul Condle's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

INVST, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

ELEVATED FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/5/2010

Series 63

Date: 4/26/2002

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2009

Series 6

Date: 4/15/2002

FINRA

Current Firm

ELEVATED FINANCIAL GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATED FINANCIAL GROUP

TRUST BUT VERIFY

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