Niki F. Woodworth

EVERNEST FINANCIAL ADVISORS

Carmel, IN 46032

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CRD#: 7249521

Professional summary

Niki Fowler Woodworth, CFP®, who also goes by Niki Fowler Waddell, is a registered financial advisor currently at EVERNEST FINANCIAL ADVISORS located in Carmel, Indiana.

Niki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Niki has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Niki Fowler Waddell

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 Niki Fowler Woodworth'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 10, 2023 - Present

EVERNEST FINANCIAL ADVISORS

Office #1: 75 Executive Dr Suite B, Carmel, IN 46032

RIA

CRD#: 328161

Carmel, IN

Past

February 15, 2022 - December 12, 2023

SANCTUARY ADVISORS, LLC

RIA

CRD#: 226606

CARMEL, IN

Past

April 15, 2020 - March 15, 2022

WINDSOR WEALTH MANAGEMENT, INC.

RIA

CRD#: 105279

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".

EVERNEST FINANCIAL ADVISORS

CRD#: 328161 / SEC#: 801-128908

RIA

Registered Investment Advisory firm - (10/30/2023 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
(11/10/2023)

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

Current Firm

EVERNEST FINANCIAL ADVISORS

CRD#: 328161 / SEC#: 801-128908

RIA

Registered Investment Advisory firm - (10/30/2023 Approved)

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Contact information

Main Address

75 Executive Dr Suite B, Carmel, IN 46032

Mailing Address

Phone number

(317) 556-1015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERNEST ADV 2A 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	992
AUM (Assets Under Management)	$ 761,243,070

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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Firm Stability Insights

Niki F. Woodworth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Niki Fowler Woodworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERNEST FINANCIAL ADVISORS

SANCTUARY ADVISORS, LLC

WINDSOR WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

EVERNEST FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

EVERNEST FINANCIAL ADVISORS

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVERNEST FINANCIAL ADVISORS

TRUST BUT VERIFY

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