RF
Richard A. Feely
WOMACK INVESTMENT ADVISERS,
Indianapolis, IN
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CRD#: 5606451
RF
Professional summary
Richard Alan Feely, who also goes by Richard Feely, is a registered financial advisor currently at WOMACK INVESTMENT ADVISERS, INC located in Indianapolis, Indiana.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Richard has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Richard Feely
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). TCMtests, LLC - Non-Investment Related. 150 E Huron Street, Suite 1104, Chicago, IL 60611. Online test prep website for professional licensing exams related to acupuncture and Oriental Medicine; President. Start date: 11/2004. Oversees the development and production of sample exams and test questions offered through the website. Hours: Approx. 5 hrs/month during non-trading hours and 5 hrs/month during trading hours.
2). FEELY, LTD (a/k/a "Feely Center for Optimal Health") - Non-Investment Related. 150 E Huron Street, Suite 1104, Chicago, IL 60611. Osteopathic Medical Practice; President and Physician. Start date: 03/2000. Provides holistic primary care for patients and oversees management of the Practice. Hours: Approx. 200 hrs/month, of which approx. 7hrs/day are during trading hours.
3). OSTEOPATHIC PHYSICIAN CARE, LLC - Non-Investment Related. 150 E Huron Street, Suite 1104, Chicago, IL 60611. Physician contracting related to concierge medicine services; President. Start date: 11/2011. Oversees the development and promotion of concierge medicine services offered through his medical practice, Feely, LTD. Hours: Approx. 2 hrs/month during non-trading hours and 1 hr/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Alan Feely'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
May 23, 2012 - Present
WOMACK INVESTMENT ADVISERS, INC
RIA
CRD#: 118081
Indianapolis, IN
Past
January 23, 2013 - November 28, 2017
TRINITY CAPITAL ASSET ADVISORS, LLC
RIA
CRD#: 150828
EDMOND, OK
Past
February 9, 2010 - December 31, 2012
TRINITY CAPITAL ASSET ADVISORS, LLC
RIA
CRD#: 150828
EDMOND, OK
Past
January 12, 2009 - May 9, 2012
WOMACK INVESTMENT ADVISERS, INC
RIA
CRD#: 118081
CHICAGO, IL
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
Illinois(5/23/2012)
IAR
Oklahoma(5/23/2012)
Current Firm
WI
WOMACK INVESTMENT ADVISERS, INC
WOMACK INVESTMENT ADVISERS, INC
CRD#: 118081 / SEC#: 801-68170
RIA
Registered Investment Advisory firm - (7/2/2012 Terminated)California
Registered Investment Advisory firm - (4/8/2016 Approved)Illinois
Registered Investment Advisory firm - (6/11/2012 Approved)Indiana
Registered Investment Advisory firm - (3/9/2012 Approved)Oklahoma
Registered Investment Advisory firm - (6/29/2012 Approved)Texas
Registered Investment Advisory firm - (6/25/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1366 E 15th St, Edmond, OK 73013
Mailing Address
Phone number
(405) 340-1717
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 418 |
| AUM (Assets Under Management) | $ 76,429,364 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
