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Ryan Michael Bradley

ELEVATED FINANCIAL GROUP
INDIANAPOLIS, IN
·CRD# 6815563·8 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ryan Bradley

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

8 years in the financial services industry

Current & Past Employments

ELEVATED FINANCIAL GROUP·CRD# 334353
RIA
500 E. 96th Street Suite 125, Indianapolis, IN 46240
January 10, 2025 - Present
INVST, LLC·CRD# 282863
RIA
Indianapolis, IN
May 13, 2022 - January 2, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Indianapolis, IN
October 24, 2018 - April 2, 2019

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Current Firm

EF
ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP | ELEVATED FINANCIAL GROUP, LLC

CRD#: 334353 / SEC#: 801-131787
RIA
Registered Investment Advisory firm - SEC (1/10/2025 Approved)

Contact Information

Main Address

500 E. 96th Street Suite 125, Indianapolis, IN 46240

Phone Number

(317) 533-7721

# of Employees

13

SEC notice filing (27 States and Territories)

Registered to provide investment advisory services in 27 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (7/20/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,866

AUM (Assets Under Management)

$531,978,537

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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.

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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".
EF
ELEVATED FINANCIAL GROUP

ELEVATED FINANCIAL GROUP | ELEVATED FINANCIAL GROUP, LLC

CRD#: 334353 / SEC#: 801-131787
RIA
Registered Investment Advisory firm - SEC (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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2022About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2018About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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