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Mychal Vashon Eagleson

Mychal V. Eagleson

AN EXCEPTIONAL LIFE FINANCIAL
INDIANAPOLIS, IN 46268
Some features on this profile are disabled
CRD#: 5890838
Mychal Vashon Eagleson

Professional summary

Mychal Vashon Eagleson, AIF®, CFP® is a registered financial advisor currently at AN EXCEPTIONAL LIFE FINANCIAL, LLC located in Indianapolis, Indiana.

Mychal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mychal has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Dalton Education (Cerifi)/Not investment-related/3625 Brookside Pkwy, #450, Alpharetta, CA 30022/Professional education/Instructor for the CERTIFIED FINANCIAL PLANNER? (CFP�) education program/January 2024/40 hours per month/4 hours per month during market hours/Teaching courses of the CFP� education program/Not a material conflict of interest, nor adverse effect on ability to serve clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mychal Vashon Eagleson'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

June 28, 2017 - Present

AN EXCEPTIONAL LIFE FINANCIAL, LLC

Office #1: 5455 W 86th St Suite 205, Indianapolis, IN 46268
RIA
CRD#: 288742
INDIANAPOLIS, IN
Past

October 7, 2015 - June 16, 2017

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA
CRD#: 110905
Indianapolis, IN
Past

July 25, 2014 - September 4, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
INDIANAPOLIS, IN
Past

June 9, 2014 - September 4, 2015

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
INDIANAPOLIS, IN
Past

June 18, 2013 - March 5, 2014

EAGLESON FINANCIAL PLANNING

RIA
CRD#: 168053
WHITESTOWN, IN
Past

May 17, 2011 - March 19, 2012

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
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".
AE
AN EXCEPTIONAL LIFE FINANCIAL, LLC
AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE | AN EXCEPTIONAL LIFE FINANCIAL, LLC

CRD#: 288742 / SEC#: 801-123528

RIA
Registered Investment Advisory firm - (3/25/2022 Approved)
California
Registered Investment Advisory firm - (6/7/2023 Terminated)
Indiana
Registered Investment Advisory firm - (3/28/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/8/2023 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
California
(5/26/2021)
IAR
Indiana
(6/28/2017)
IAR
Texas
(10/11/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 6/24/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/31/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/4/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/29/2014
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/8/2014
General Securities Sales Supervisor - Options Module Examination

Current Firm

AE
AN EXCEPTIONAL LIFE FINANCIAL, LLC
AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE | AN EXCEPTIONAL LIFE FINANCIAL, LLC

CRD#: 288742 / SEC#: 801-123528

RIA
Registered Investment Advisory firm - (3/25/2022 Approved)
California
Registered Investment Advisory firm - (6/7/2023 Terminated)
Indiana
Registered Investment Advisory firm - (3/28/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/8/2023 Terminated)
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Contact information

Main Address
5455 W 86th St Suite 205, Indianapolis, IN 46268
Mailing Address
Phone number
(317) 941-6492
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts782
AUM (Assets Under Management)$ 218,154,147

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.

Company Information

AN EXCEPTIONAL LIFE FINANCIAL, LLC

CRD#: 288742Indianapolis, IN 46268

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