Shane M. Fagan

REIFY WEALTH ADVISORS

Indianapolis, IN 46268

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CRD#: 6544499

Professional summary

Shane Michael Fagan, who also goes by Shane M Fagan, Shane Fagan, Shane Michael Fagan, is a registered financial advisor currently at REIFY WEALTH ADVISORS, INC. located in Indianapolis, Indiana.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Shane has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shane M Fagan | Shane Fagan | Shane Michael Fagan

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 Shane Michael Fagan'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

March 19, 2024 - Present

REIFY WEALTH ADVISORS, INC.

Office #1: 3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268

RIA

CRD#: 121978

Indianapolis, IN

Past

February 22, 2019 - September 15, 2023

CAPITAL CLIENT GROUP, INC.

RIA

CRD#: 6247

CARMEL, IN

Past

February 22, 2019 - September 15, 2023

CAPITAL CLIENT GROUP, INC.

CRD#: 6247

CARMEL, IN

Past

January 22, 2018 - January 10, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Indianapolis, IN

Past

November 15, 2017 - January 10, 2019

CHARLES SCHWAB & CO., INC.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/19/2024)

IAR

Texas
(3/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/22/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/11/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2017

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REIFY WEALTH ADVISORS, INC. ADV BROCHURE (10/31/2025)

Regulatory assets under management

Total Number of Accounts	873
AUM (Assets Under Management)	$ 445,469,482

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.

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Advisor Monitoring

Firm Stability Insights

Shane M. Fagan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Michael Fagan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL CLIENT GROUP, INC.

CAPITAL CLIENT GROUP, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

REIFY WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2018

Series 63

Date: 12/11/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2017

Current Firm

REIFY WEALTH ADVISORS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REIFY WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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