KB
Kaylee S. Bjarnason
AN EXCEPTIONAL LIFE FINANCIAL
Fontana, CA
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CRD#: 7785536
KB
Professional summary
Kaylee Stefanie Bjarnason is a registered financial advisor currently at AN EXCEPTIONAL LIFE FINANCIAL, LLC located in Fontana, California.
Kaylee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kaylee has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Age of Ether/Not investment-related/Private residence - Fontana, CA 92335/Merchandise sales/Owner/August 2023/Up to 30 hours per month/Up to 10 hours per month during market hours/Selling products related to spiritual healing/No material conflict of interest, nor adverse effect on ability to serve clients. Shipt/Not investment-related/Private residence - Fontana, CA 92335/Personal shopping/Shopper/August 2023/3 hours per month/No hours during market hours/Personal shopping for grocery orders/No material conflict of interest, nor adverse effect on ability to serve clients.
CRS (Client Relationship Summary) - RIA
Click below to view Kaylee Stefanie Bjarnason's 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®
NoneExperience
Current
September 5, 2023 - Present
AN EXCEPTIONAL LIFE FINANCIAL, LLC
RIA
CRD#: 288742
Fontana, CA
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".
AE
AN EXCEPTIONAL LIFE FINANCIAL, LLC
AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE | AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD#: 288742 / SEC#: 801-123528
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)California
Registered Investment Advisory firm - (6/7/2023 Terminated)Indiana
Registered Investment Advisory firm - (3/28/2022 Terminated)Texas
Registered Investment Advisory firm - (5/8/2023 Terminated)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
California(9/5/2023)
IAR
Indiana(9/5/2023)
IAR
Texas(8/1/2024)
Current Firm
AE
AN EXCEPTIONAL LIFE FINANCIAL, LLC
AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT | TEACH PLAN RETIRE | AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD#: 288742 / SEC#: 801-123528
RIA
Registered Investment Advisory firm - (3/25/2022 Approved)California
Registered Investment Advisory firm - (6/7/2023 Terminated)Indiana
Registered Investment Advisory firm - (3/28/2022 Terminated)Texas
Registered Investment Advisory firm - (5/8/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5455 W 86th St Suite 205, Indianapolis, IN 46268
Mailing Address
Phone number
(317) 941-6492
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 782 |
| AUM (Assets Under Management) | $ 218,154,147 |
Red Flags
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