Julianne Erhart Graves
REIFY WEALTH ADVISORS
INDIANAPOLIS, IN 46268
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CRD#: 4592192
Professional summary
Julianne Erhart Graves, CFP®, who also goes by Julianne Erhart, is a registered financial advisor currently at REIFY WEALTH ADVISORS, INC. located in Indianapolis, Indiana.
Julianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Julianne has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julianne Erhart
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.
SMITSON ERHART-GRAVES TAX ADVISORS, LLC; 3500 DEPAUW BLVD., SUITE 1035 INDIANAPOLIS, IN 46268; INCOME TAX ADVISING AND RETURN PREPARATION FOR INDIVIDUALS, BUSINESSES AND TRUSTS; 49% OWNER, GENERAL PARTNER; TIME DEVOTED AS GENERAL PARTNER IS 40 HOURS ANNUALLY (PERFORMING ADMINISTRATIVE FUNCTIONS) AND NO TAX PREPARATION.
CRS (Client Relationship Summary) - RIA
Click below to view Julianne Erhart Graves's 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®
Start date: 2005
Experience
Current
June 29, 2005 - Present
REIFY WEALTH ADVISORS, INC.
Office #1: 3500 Depauw Blvd Suite 1035, Indianapolis, IN 46268RIA
CRD#: 121978
INDIANAPOLIS, IN
Past
January 15, 2010 - November 3, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
INDIANAPOLIS, IN
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".
RW
REIFY WEALTH ADVISORS, INC.
REIFY WEALTH ADVISORS, INC. | WORLEY FINANCIAL GROUP, INC. | WORLEY FINANCIAL GROUP | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | WORLEY ERHART-GRAVES FINANCIAL ADVISORS
CRD#: 121978 / SEC#: 801-123324
RIA
Registered Investment Advisory firm - (2/25/2022 Approved)Florida
Registered Investment Advisory firm - (3/8/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/11/2022 Terminated)New York
Registered Investment Advisory firm - (12/2/2008 Terminated)Ohio
Registered Investment Advisory firm - (3/10/2022 Terminated)Texas
Registered Investment Advisory firm - (3/8/2022 Terminated)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
Indiana(6/29/2005)
IAR
Texas(11/26/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RW
REIFY WEALTH ADVISORS, INC.
REIFY WEALTH ADVISORS, INC. | WORLEY FINANCIAL GROUP, INC. | WORLEY FINANCIAL GROUP | WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC. | WORLEY ERHART-GRAVES FINANCIAL ADVISORS
CRD#: 121978 / SEC#: 801-123324
RIA
Registered Investment Advisory firm - (2/25/2022 Approved)Florida
Registered Investment Advisory firm - (3/8/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Indiana
Registered Investment Advisory firm - (3/11/2022 Terminated)New York
Registered Investment Advisory firm - (12/2/2008 Terminated)Ohio
Registered Investment Advisory firm - (3/10/2022 Terminated)Texas
Registered Investment Advisory firm - (3/8/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268
Mailing Address
Phone number
(317) 872-5090
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 873 |
| AUM (Assets Under Management) | $ 445,469,482 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
