Ryan M. Bradley

ELEVATED FINANCIAL GROUP

INDIANAPOLIS, IN 46240

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CRD#: 6815563

Professional summary

Ryan Michael Bradley, who also goes by Ryan Bradley, is a registered financial advisor currently at ELEVATED FINANCIAL GROUP located in Indianapolis, Indiana.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 3 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Bradley

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 Ryan Michael Bradley'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

January 10, 2025 - Present

ELEVATED FINANCIAL GROUP

Office #1: 500 E. 96th Street Suite 125, Indianapolis, IN 46240

RIA

CRD#: 334353

INDIANAPOLIS, IN

Past

May 13, 2022 - January 2, 2025

INVST, LLC

RIA

CRD#: 282863

INDIANAPOLIS, IN

Past

October 24, 2018 - April 2, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

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
(1/10/2025)

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 65

Date: 5/13/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/24/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/24/2018

Securities Industry Essentials Examination

Current Firm

ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP | ELEVATED FINANCIAL GROUP, LLC

CRD#: 334353 / SEC#: 801-131787

RIA

Registered Investment Advisory firm - (1/10/2025 Approved)

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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

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	1,045
AUM (Assets Under Management)	$ 399,257,194

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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Ryan M. Bradley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Michael Bradley's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATED FINANCIAL GROUP

INVST, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ELEVATED FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/13/2022

Series 7TO

Date: 10/24/2018

SIE

Date: 10/24/2018

Current Firm

ELEVATED FINANCIAL GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATED FINANCIAL GROUP

TRUST BUT VERIFY

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