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AB

Ashley E. Burchard

MJ RETIREMENT
Carmel, IN 46032
Some features on this profile are disabled
CRD#: 6142383
AB

Professional summary

Ashley Elizabeth Burchard, who also goes by Ashley Burchard, Ashley E Cramer, is a registered financial advisor currently at MJ RETIREMENT located in Carmel, Indiana and SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC located in Carmel, Indiana.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Ashley has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ashley Burchard | Ashley E Cramer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Elizabeth Burchard'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®
None

Experience

Current

June 12, 2013 - Present

MJ RETIREMENT

Office #1: 571 Monon Blvd Suite 400, Carmel, IN 46032
RIA
CRD#: 164328
Carmel, IN
Current

August 26, 2025 - Present

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Office #1: 111 Congressional Blvd., Suite 100, Carmel, IN 46032
RIA
CRD#: 288623
Carmel, 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".
MR
MJ RETIREMENT
MJ RETIREMENT | PROCOURSE FIDUCIARY ADVISORS, LLC | PRAXIS FIDUCIARY ADVISORS, LLC

CRD#: 164328 / SEC#: 801-76741

RIA
Registered Investment Advisory firm - (6/7/2012 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
(6/12/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/28/2013
Uniform Investment Adviser Law Examination

Current Firm

MR
MJ RETIREMENT
MJ RETIREMENT | PROCOURSE FIDUCIARY ADVISORS, LLC | PRAXIS FIDUCIARY ADVISORS, LLC

CRD#: 164328 / SEC#: 801-76741

RIA
Registered Investment Advisory firm - (6/7/2012 Approved)
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Contact information

Main Address
571 Monon Blvd Suite 400, Carmel, IN 46032
Mailing Address
Phone number
(317) 805-7500
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MJ RETIREMENT DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts323
AUM (Assets Under Management)$ 5,071,033,397

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

MJ RETIREMENT

CRD#: 164328Carmel, IN 46032

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