TH
Timothy N. Hays
ELEVATED FINANCIAL GROUP
INDIANAPOLIS, IN 46240
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CRD#: 5140165
TH
Professional summary
Timothy Nicholas Hays, who also goes by Timothy Hays, is a registered financial advisor currently at ELEVATED FINANCIAL GROUP located in Indianapolis, Indiana.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Timothy has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy Hays
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 of Business: BSD, BSD I, BSD II, BSD III Type of Business: Real Estate Investment (Residential Rentals) Position Held: Minority Owner / Passive Member Start Date: 2021 Approximate Hours per Month: <1 hour/month Description of Duties: Mr. Hays holds a 21% ownership interest across four Colorado-based LLCs (BSD, BSD I, BSD II, BSD III), each of which owns and manages a portfolio of approximately 10-12 residential properties, including single-family homes, duplexes, and fourplexes. His role is passive and limited to occasional participation in conference calls (a few times per year) to review financials and provide strategic input regarding property acquisition, sale, or dividend distribution decisions. He does not engage in daily operations or property management. Does the activity involve investment-related business? No Is the business investment-related? No Is compensation received? Yes (passive income/distributions) Is the business owned by the individual? Yes (minority interest) Operates advisory business under marketing name Hays' Haberdashery and Algonquin Mercantile 100% Owner, used for bookkeeping entity and marketing name for advisory business conducted under Elevated Financial Group Name of Business: Insurance Agent Type of Business: Insurance Sales Position Held: Agent- Various Carriers Start Date: 2021 Approximate Hours per Month: <10 hours/month Description of Duties: Insurance sales Investment Related: No
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Nicholas Hays'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®
NoneExperience
Current
April 18, 2025 - Present
ELEVATED FINANCIAL GROUP
Office #1: 500 E. 96th Street Suite 125, Indianapolis, IN 46240RIA
CRD#: 334353
INDIANAPOLIS, IN
Past
January 22, 2021 - April 18, 2025
INVST, LLC
RIA
CRD#: 282863
INDIANAPOLIS, IN
Past
November 2, 2006 - January 14, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
DENVER, CO
Past
May 16, 2006 - August 15, 2006
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
CENTENNIAL, CO
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".
EF
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.Highlighted states indicate IAR registrations
IAR
Indiana(4/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EF
ELEVATED FINANCIAL GROUP
ELEVATED FINANCIAL GROUP | ELEVATED FINANCIAL GROUP, LLC
CRD#: 334353 / SEC#: 801-131787
RIA
Registered Investment Advisory firm - (1/10/2025 Approved)Upgrade to AdvisorCheck Premium
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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
8
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,045 |
| AUM (Assets Under Management) | $ 399,257,194 |
Red Flags
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